金融界8月5日消息，上证指数高开高走，中证沪港深500通信服务指数 (沪港深500通信，H30466)报 2069.32点。 从中证沪港深500通信服务指数持仓的市场板块来看，香港证券交易所占比50.91%、深圳证券交易所占 比32.89%、上海证券交易所占比16.20%。 从中证沪港深500通信服务指数持仓样本的行业来看，电信运营服务占比37.04%、数字媒体占比 27.18%、通信设备占比25.97%、数据中心占比3.44%、营销与广告占比3.28%、通信技术服务占比 1.99%、文化娱乐占比1.11%。 资料显示，该指数系列样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五 的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一 个定期调整日前，权重因子一般固定不变。特殊情况下将对该指数系列样本进行临时调整。当样本退市 时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处 理。当中证沪港深500指数、中证沪港深互联互通中小综合指数和中证沪港深互联互通综合指数样本发 生变动时，将进行相应调整。 数据统计显示，中证 ...

事实上，网上经常出现有关本人与家人之消息，当中大部分出於捏造，有些不符情理，有些不合逻辑， 有些甚至有讹骗之嫌。 "我们从没有打算出售深水湾道79号物业。个别网上及社交媒体有关出售深水湾道79号物业的报道及贴 文内容全属虚构，穿凿附会，并无事实根据。 近日，多个网络消息称，李嘉诚将要转售其位于香港深水湾道79号的老宅。8月4日，就近日有个别网上 及社交媒体谈论香港深水湾79号道物业出售的消息，李嘉诚长子、长江实业集团主席李泽钜通过长江实 业集团有限公司企业事务部对外回应称： 鉴于诈骗个案猖獗，本人藉此机会呼吁各媒体及各界人士切勿轻信或参与散播谣言，以免误堕诈骗陷阱 而招致损失。" 本文来自微信公众号"时代财经APP"，36氪经授权发布。 ...

Group 1 - The article discusses the significant shift in Li Ka-shing's stance regarding the sale of port assets, moving from a position of selling to a U.S. consortium to inviting Chinese state-owned enterprises to join the bidding [1][3][5] - The strategic importance of the Panama Canal ports, particularly Balboa and Cristobal, is highlighted, as controlling these ports is crucial for global trade dynamics [7][19] - The article outlines the pressures exerted by the U.S. on Panama, including demands for military access and the termination of contracts with Chinese companies, which reflects the geopolitical tensions between the U.S. and China [17][19][21] Group 2 - The removal of Li Ka-shing's son, Li Zeju, from the Hong Kong Chief Executive's advisory board is interpreted as a signal of the Chinese government's stance on national interests, emphasizing the need for alignment with state policies [9][23][25] - The article notes that the international investment community is reassessing asset allocations in sensitive regions, with port asset valuations in Latin America being adjusted downwards by 15-20% due to geopolitical risks [31][33] - The narrative suggests that the competition for port control is not merely a commercial issue but a reflection of broader national strategies, with implications for future investments and international relations [39][41][45] Group 3 - The article posits that the current geopolitical landscape is leading to a "nationalization of business," where commercial decisions are increasingly influenced by national interests [43][49] - It emphasizes that China's strategic planning, including alternative trade routes like the two-ocean railway, positions it to mitigate risks associated with losing control over key ports [47][49] - The conclusion suggests that the ongoing port competition will shape the future of global trade and that businesses must adapt to the changing dynamics of national versus personal interests [51]

巴拿马运河曾长期由美国掌控，直至 1999 年才完全移交巴拿马。即便如此，美国对运河的关注度从未降低。特朗普任内曾公开宣称 "要重新考虑运河的控 制权问题"。此次贝莱德集团收购长和港口资产，背后不乏美国资本的推动，其意图通过商业手段间接增强对运河及周边航运设施的影响力，进而巩固在全 球贸易中的主导地位。 据长和集团公告，其正推动港口资产出售，同时接触内地投资者，中远海运集团被传在列。 巴拿马运河（资料图） 巴拿马运河横亘美洲大陆，北接大西洋，南通太平洋。这条人工水道让两大洋间的航程缩短上万公里，每年有近 1.4 万艘船舶穿梭其中。全球贸易货运量 里，每 20 吨就有 1 吨经由此地运输，170 多个国家和地区的航运网络与之紧密相连。它的存在，直接影响着全球供应链的效率与成本，是各国经济发展中 不可忽视的关键节点。 长和集团旗下的巴拿马运河相关港口资产，作价 190 亿美元拟售予贝莱德集团。消息一出，因涉及战略要地，迅速引发多方关注。巴拿马政府启动审查程 序，舆论聚焦交易对国家利益的影响。面对压力，长和集团调整策略，转而向内地投资人发出邀请，希望借助新的合作方推动交易顺利进行。 巴拿马运河的重要性早已超越单纯的 ...

Group 1 - Recent rumors suggest that Li Ka-shing plans to sell his luxury property at 79 Deep Water Bay Road for HKD 5 billion, which has gained significant attention on social media [1] - Cheung Kong Property Holdings Limited officially denied the rumors, stating that there are no plans to sell the property and that much of the online speculation is unfounded [1] - The Hong Kong property market has shown signs of recovery, with a total of 7,199 property registrations in July, a slight decrease of about 1% from June, indicating active market transactions [1] Group 2 - Analysts attribute the rebound in Hong Kong property prices to multiple factors, including a "super rebound" and optimistic expectations regarding economic recovery, which have increased buyer willingness [2] - The Hong Kong property price index has risen for three consecutive months as of June, indicating that the market has likely found its bottom and is entering a gradual upward phase [2] - Cheung Kong's luxury project on Hong Kong Island, 21 Borrett Road, sold a four-bedroom unit for HKD 162 million, reflecting the presence of high-end buyers in the market [2] Group 3 - Cheung Kong's subsidiary, Hutchison Whampoa Properties, is promoting four real estate projects in the Greater Bay Area, totaling approximately 400 units, with the Huizhou project offering 300 units [3] - The current price for a 51-square-meter unit in Huizhou is around HKD 440,000, translating to approximately HKD 8,554 per square meter, which is a decrease from previous prices [3] - Market adjustments and strategic shifts from companies are influencing pricing, with new home price promotions and increased second-hand listings contributing to competitive conditions [3]

Core Viewpoint - The chairman of Cheung Kong Holdings, Li Ka-shing, clarified that the company has no intention of selling the property at 79 Deep Water Bay Road, stating that reports and posts regarding the sale are entirely fabricated and lack factual basis [1] Company Summary - Cheung Kong Holdings has publicly denied any plans to sell its property at 79 Deep Water Bay Road [1] - The company emphasized that the rumors circulating on social media and online platforms are unfounded and misleading [1]

Core Viewpoint - The chairman of Cheung Kong Holdings (00001.HK), Li Ka-shing, stated that there are no plans to sell the property located at 79 Deep Water Bay Road in Hong Kong, and reports on social media regarding the sale are unfounded [1] Group 1 - The chairman's statement clarifies the company's position on the property, countering rumors circulating online [1]

Core Viewpoint - Li Ka-shing, the 96-year-old Hong Kong business tycoon, has decided to soften his stance amid the US-China rivalry by extending the sale negotiation period and inviting mainland Chinese capital to join a deal primarily dominated by US and European interests [1][3] Group 1: Transaction Background - In March, Li Ka-shing's CK Hutchison Holdings announced plans to sell 43 overseas ports, including two critical ports at either end of the Panama Canal, which are considered strategic assets [3][12] - The initial buyers were led by US asset management giant BlackRock and Swiss-Italian shipping giant MSC, raising concerns in financial and political circles due to the strategic importance of these ports [3][12] Group 2: Regulatory and Political Dynamics - The transaction initially bypassed Chinese regulatory scrutiny, with Li Ka-shing seemingly attempting to maintain neutrality by selling to US capital [7][12] - The Chinese government expressed strong discontent, particularly opposing the transfer of Panama Canal ports to US-led control, leading to negotiations with BlackRock and MSC regarding compliance with Chinese antitrust reviews [7][12] Group 3: Recent Developments - CK Hutchison confirmed that while the exclusive negotiation window with BlackRock has expired, discussions are ongoing, and a major mainland strategic investor, likely China COSCO Shipping Group, will be invited to join the consortium [9][12] - This shift indicates that Li Ka-shing acknowledges the necessity of Chinese participation for the deal to proceed, moving away from a solely Western-oriented transaction [9][12] Group 4: Strategic Implications - Li Ka-shing faces the reality that BlackRock cannot dominate the Panama ports without Chinese regulatory approval, especially given the current tense US-China relations [12][14] - The port operations are heavily reliant on Chinese exports, and any perceived threat to China's strategic interests could jeopardize the future operations of these ports [12][14] - The arrangement allows BlackRock and MSC to remain significant stakeholders while accommodating Chinese interests, resulting in a compromise where no party fully achieves its initial objectives [14]

Core Viewpoint - Current A-shares are poised to enter a comprehensive slow bull market, driven by economic recovery, increasing dividend scale and rates, and sustained liquidity [1][3][4] Economic and Profitability Trends - The economic and profitability fundamentals in China are on a continuous recovery trend, which is essential for the potential slow bull market [1][3] - Short-term economic expectations may have declined, but medium-term recovery is anticipated [4] Dividend and Liquidity Factors - A-shares are experiencing an increase in dividend scale and rates, which supports the slow bull market outlook [1][3] - Liquidity remains accommodative, with expectations of continued inflows into A-shares [4] Market Sentiment and Valuation - Market sentiment and valuation levels are currently neutral, which is a condition for the potential transition to a comprehensive slow bull market [3][4] - The recent major policy announcements have led to a stabilization period in policy, impacting market sentiment [3] Industry Allocation Recommendations - Short-term investment strategy suggests focusing on technology growth and cyclical sectors, with an emphasis on sectors benefiting from policy support and high growth potential [1][4] - Recommended sectors for low-cost positioning include AI applications in computing and media, communication (computing power), electronics (semiconductors), military, robotics, and innovative pharmaceuticals [4] - Additional sectors expected to benefit from anti-involution policies and improving expectations include new energy, non-ferrous metals, express delivery, and chemicals [1][4]

（来源：吴说） 吴说获悉，Donald Trump 发文指控美国劳工统计局局长、拜登政府任命的 Erika McEntarfer 在 2024 年 大选前伪造就业数据，称该机构曾在 2024 年 3 月夸大就业增长约 81.8 万人，在 8 月和 9 月又高估了 11.2 万人。他表示已指示团队立即撤换 McEntarfer，并批评该机构的多次数据修正总是偏向负面。此 外，Trump 还指责美联储在大选前两次大幅降息具有政治意图，呼吁将主席 Jerome Powell"撤职"。 来源：市场资讯 ...