To The Moon

$恆生指數(HSI)$ 上週漲超2%，算是本輪下跌以來較爲有力的一次修復，除了和主要成分股估值普遍進入歷史偏低區域有關外，相信也受益於技術上恆指觸及到季線的支持區域，料具備持續性。 從市場情緒上看，外資對中概股的交投情緒開始回暖是最直接的推力，不僅包括木頭姐的ARK基金開始抄底，從美國散戶聚集地“Reddit”上不斷升溫的中概股討論，也能窺看一二。於此同時，恆指指數成分股本身的調整也越來越向着更強增長，更高容錯的方向演變。 比如，招行將在9月的調整中被納入恆指便是佐證。今年國內銀行股跌幅普遍羸弱，包括規模最大的匯豐、建行和工行等，不少出現不同程度的跌幅，主打零售的招行（30%+）表現幾乎是一枝獨秀。迎合了投資者在選擇具有增長前景的銀行股方面的挑剔。 我們認爲，在資金存量相對充足，且在國內貨幣政策並沒有收緊的情況下，較難給AH市場帶來趨勢性的改變，換言之，仍然大概率保持當前既有的長牛格局之上。關於中資/中概的風格，我們認爲今年的風格，仍然像我們年初時判斷的一樣：即年內在通脹升溫，美元階段性喘息，全球復甦共振背景下，中國智造，出海型企業或是加分之選。$國企指數(HSCEI)$ $紅籌指數(HSCCI)$

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$Apple$ has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and $Magna$ to serve as suppliers for the Apple Car."Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages," an industry source tells The Korea Times.The source says Apple has held "advanced meetings with EV battery maker SK Innovation. The company has also

Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys