声之形
分类: 初恋这件小事

一 | 华泰证券研报称,市场对港股中期走势受基本面影响的程度分歧不大,关键变量在全球流动性环境。

二 | 华泰证券认为,美元因公信力挑战转弱、人民币升值强化,有助于港股AH溢价再度收窄及香港金融资产重估。 Saif Ali Khan may not have a public presence on social media, but according to Neha Dhupia, the actor isn’t completely offline. Neha revealed that Saif maintains a private account. This is one that he uses to quietly keep an eye on what’s being said about him. Neha recalled a candid exchange from an interview she did with Saif nearly five to six years ago. At the time, she had asked him about online trolling. Despite insisting he wasn’t officially on social media, Saif admitted that he did have a personal, hidden account. Through it, he’d occasionally scroll through comments and posts. Neha added that Saif had predicted the growing severity of online behaviour, warning that trolling would eventually attract strict monitoring by cybercrime authorities — something she noted is already becoming a reality. In the conversation with Zoom, addressing the increasing toxicity online, Neha also spoke about the rise in AI-driven misuse targeting women in the industry. “What happened recently with a couple of actresses — the way AI was misused — it’s alarming,” she said. While relieved that offenders are now being held accountable, she admitted she has grown more resilient over time. “It used to make me angry, but now I’m thick-skinned. Ab farak nahi padta (it doesn’t affect me anymore).” View this post on Instagram A post shared by Neha Dhupia (@nehadhupia) On the professional front, Neha Dhupia is gearing up for the release of her Netflix series Single Papa on December 12. The ensemble cast includes Kunal Khemu, Manoj Pahwa, Prajakta Koli and Ayesha Raza. She is also set to appear on Perfect Family on YouTube. View this post on Instagram A post shared by JAR Pictures (@jar_pictures) Meanwhile, Saif Ali Khan is busy shooting Haiwaan, directed by Priyadarshan. The film reunites him with Akshay Kumar after 17 years, and is slated for a 2026 release.Also Read: All Photos! Everyone who was present at Ekta Kapoor’s Diwali bash。

三 | 但对总体市场而言,本轮弱美元所处背景并非去年全球金融条件宽松和risk-on环境,流动性环境偏紧方向并未改变。海外10年美债利率大概率高位震荡,日元再度外汇干预或加息都有可能发生,8月央行年会是关注重点。香港在海外提短端控长端思路及港元汇率偏弱的情况下,HIBOR有可能进一步上行。因流动性难有增量支持,财报季尚未被充分定价,盈利兑现度更为重要。配置上维持均衡:低波红利(如银行)为底仓;关注中报或确认经营底部的乳品、部分零售;AI链(如晶圆代工)定位进攻品种、小仓位参与超跌反弹;CXO和创新药龙头兑现度高但短期性价比下降,行情斜率或放缓。

四 |
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