2022.06.24更新…A港股反弹

模拟实盘最新净值110.69万美元,+10.69%。

本周五(6月24日)买入美的集团500股,价格57.80人民币/股,买入金额4,321.30美元。

本周收到中国平安股息1.50人民币/股,共计股息收入1,682.17美元。

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上海官宣:打赢大上海保卫战。摄影Winnie

本周六,中共上海市委书记李强宣布,上海已实现和巩固了社会面动态清零的成果,打赢了大上海保卫战。

当COVID病毒还停留在原始毒株和Delta毒株的时候,中国是公认的抗疫优等生,但是在低毒、高传染性的Omicron毒株席卷全球,各国纷纷选择与其共存之际,中国却陷入“清零”苦战。

抗疫并非只有一种方式,中国因其特殊国情而选择“清零”无可厚非,不过作为中国的经济中心,上海的严厉管控显然无法持久,因为经济代价实在太高。

上海是中国对外经济交流的最重要桥头堡,疫情前,上海口岸承担了全国62%的入境航班、53%的航空入境旅客、46%的进口冷链货物。

中国的GDP增长目标是5.5%。上海宣布抗疫成功,接下来我们将会看到疫情管控措施不断放松,对外开放程度也会持续扩大。

5月下旬开始,中国对从美国,新加坡等国入境人员的检测和隔离措施也有所放宽。

最直观的指标是飞中国的机票价格,疫情前,新加坡飞中国上海,广州等地的单程机票(经济舱)在2000左右,管控最严厉的时候曾飙高至近10万人民币。目前随着新航,酷航多个飞中国的航班复航,机票价格明显回落,最低可达到1万人民币左右。

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沪深300指数走势,周K线

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恒生指数走势,周K线

5月中以来,A股和港股的走势都不错,各自都起了10%左右。如果跟年内低点相比,A股沪深300指数从年内最低的3757点涨至4394点,涨幅17%;港股恒生指数则从年内最低18235点涨至21719点,涨幅19%。

简单说,飞中国的机票越是便宜,中国股市就涨得越好。

万代兰模拟实盘组合:

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