今年港股从宏观来说，无论是出口的边际回升、地产对消费的拖累减轻，还是地产本身的政策托底，都意味着，不同于去年高开低走后的单边自由下行，今年是有一定的托底因子的。
当经济基本面不再单边下行，同时企业个股都在修剪无效投资、强调分红回购，缓慢提高企业治理的水平，对应着今年的海外中国资产也就有了一定的隐形底，今年的中国资产追高未必有收益，但在回调到一定程度之后，赚取波动收益的概率很大。
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