中期来看，目前港股位置处于历史底部区域，若 “东升西落” 的逻辑再度演绎，仍看好港股做多机会。中期布局建议继续关注弹性品种，从空间角度来看，目前位置最值得关注是半导体，其次是创新药、黄金板块，若国内经济预期能再次修复，关注恒生科技指数。
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