天风证券：现在做多 AH 溢价，是在交易什么？
天风证券发布研究报告称，AH 溢价下降的原因并非港股有 A 股没有的资产，而是因为近期同样的老经济（资源股、金融、中字头）资产，港股上涨幅度高于 A 股。按 “20 年以来的震荡区间” 看图做多 AH 溢价的交易，潜在风险是上述老经济风格在港股继续演绎超额，且 A 股的机构持仓 (杠铃中间的核心资产) 仍被风格压制；那么 AH 溢价指数可能往下突破。相反，如果认为港股红利近期超额较多、A 股核心资产应该均值回归或者补涨，那么可以进行做多 AH 溢价的交易。
BY 财经慢报
The campaign, which security firm Check Point has named Rampant Kitten, comprises two main components, one for Windows and the other for Android. Rampant Kitten’s objective is to steal Telegram messages, passwords, and two-factor authentication codes sent by SMS and then also take screenshots and record sounds within earshot of an infected phone, the researchers said in a post published on Friday.
Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.
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