国泰君安：目前处于港股牛市 “三级火箭” 第二阶段，未来仍有较大修复空间

Zhitong
2023.01.15 23:44
国泰君安表示，目前处于港股牛市 “三级火箭” 第二阶段，未来仍有较大修复空间。第一阶段，11 月以来，恒指从估值陷阱转换至价值洼地，也就是到达 2 万点附近，这个过程已经结束。到了第二阶段，海外流动性在加速修复，同时国内疫情冲击影响已过至暗时刻，有望开启经济复苏之路，预计短期上涨空间为 4%-9%。第三阶段，仍可期待宏观条件改善后所带来的恒指盈利增速预期上修，将打开港股进一步上升空间。
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