聚焦汇丰_新兴市场情绪调查第24期:熊市无立足之地。stabilize, we expect execution differences to drive performance divergence.2238 HK GAC H HKD 6,351 5 2.19 3.62 2.13 Hold Hold 3% 0.2 0.2 0.2 -6% 0% 2%1958 HK BAIC HKD 889 1 0.87 2.20 0.80 Hold Hold 9% 0.1 0.1 0.1 -2% -1% 0%Source: Bloomberg, HSBC estimates. Priced as of close on 21Jul 2026 Weaker demand, ongoing consolidation。
聚焦汇丰_新兴市场情绪调查第24期:熊市无立足之地。stabilize, we expect execution differences to drive performance divergence.2238 HK GAC H HKD 6,351 5 2.19 3.62 2.13 Hold Hold 3% 0.2 0.2 0.2 -6% 0% 2%1958 HK BAIC HKD 889 1 0.87 2.20 0.80 Hold Hold 9% 0.1 0.1 0.1 -2% -1% 0%Source: Bloomberg, HSBC estimates. Priced as of close on 21Jul 2026 Weaker demand, ongoing consolidation。
聚焦汇丰_新兴市场情绪调查第24期:熊市无立足之地。stabilize, we expect execution differences to drive performance divergence.2238 HK GAC H HKD 6,351 5 2.19 3.62 2.13 Hold Hold 3% 0.2 0.2 0.2 -6% 0% 2%1958 HK BAIC HKD 889 1 0.87 2.20 0.80 Hold Hold 9% 0.1 0.1 0.1 -2% -1% 0%Source: Bloomberg, HSBC estimates. Priced as of close on 21Jul 2026 Weaker demand, ongoing consolidation。
覆盖 2026 年,全文共 23 页。
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重点分析了熊市无立足之地等议题。