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华泰证券港股策略：金融和AH溢价仍有改善空间_我的网站

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一 | Veteran actor Dharmendra sadly passed away at the age of 89 after battling an age-related illness. He breathed his last at his residence. He was admitted to Breach Candy hospital earlier this month due to respiratory complications. While he was admitted to the hospital from October 31, 2025, he was later discharged and kept under observation at home. The actor passed away today, but his family's official statement is yet to arrive. View this post on Instagram A post shared by Shah Rukh Khan (@iamsrk) His colleagues from Bollywood, including Amitabh Bachchan, Salman Khan, Shah Rukh Khan and more paid their last respects earlier in the afternoon. They visited the crematorium and supported the Deol family through the difficult time. Many celebrities, including Karan Johar, Ranveer Singh, Sushmita Sen and more shared heartfelt tributes for the Sholay star. Now, Shah Rukh Khan and Alia Bhatt have shared their condolences on social media as well.Taking to Instagram, Shah Rukh Khan wrote, "Rest in Peace Dharam ji. You were nothing short of a father figure to me… thank u for showering me with blessings and love the way you did. An inconsolable and irreplaceable loss to not just his family, but to cinema and film lovers world over. You are immortal… and your soul will live through your films and your beautiful family forever. Love you always." Alongside the note, SRK shared a heartfelt click where the veteran actor is embracing him in a side hug.Alia Bhatt shared a screengrab from her movie Rocky Aur Rani Kii Prem Kahani, where she is seen chatting with Dharmendra. Alia penned, "A legend who lit up every frame... and every heart. You will be missed, Dharam ji [white heart emoticon]." Dharmendra's family members, including Hema Malini, Esha Deol, grandsons Rajveer Deol and Karan Deol were also present at the crematorium. Kajol, Rekha, Farhan Akhtar and more visited the late actor's family post the cremation.Also Read: PHOTOS: Shah Rukh Khan Arrives to Pay His Last Respects to Dharmendra。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。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。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。