港股初現趨勢性佈局機會！

智通財經
2024.02.26 05:51
國信證券近日研報表示，港股初現趨勢性佈局機會。該機構認為，港股震盪上行格局已經初具，建議中長線投資者加強關注。短線上，恒指突破 120 日均線前宜觀察。若回撤，可在 16200-16400 佈局；若突破，則建議跟進。防禦方向，建議關注高速公路、公用事業、傳統醫藥、中低槓桿的香港股/海外股、出口型公司。進攻方向，建議關注前期利空集中爆發，股價超跌的公司，以 CXO 為代表的生物科技/製藥企業可優先考慮。
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