国泰君安：从大盘、板块和龙头看港股修复空间
智通财经 APP 获悉，国泰君安发布研究报告称，在过去一个季度港股显著反弹下，宽基指数估值已修复至合理水平，而股债性价比 (风险溢价) 显示短期配置优势已显著下降，未来需要时间等待催化，即盈利驱动以及海外流动性带动的估值进一步扩张行情。行业间修复程度并不相同，多数行业估值仍处合理甚至偏低水平，但少数板块的预期计入较充分，或有波折。其中汽车及零部件、软件服务、半导体等头部公司较 2022 年中及年初仍有一定的修复空间。
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