中金：港股上漲行情尚未結束 快速修復後逐步轉向結構性機會

英為財情
2023.02.20 02:05
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智通財經 APP 獲悉，中金髮布研究報告稱，港股市場短期或維持盤整以消化已經計入的預期，並等待新的催化劑的到來。該行認為市場上漲行情尚未結束，基準情形下更多類似 2019 年，即盈利温和增長 (6%-10%) 推動下，市場在快速修復後逐步轉向結構性機會。在配置策略上，除了受益於利好政策的消費和地產外，該行建議投資者關注預期反轉修復的互聯網和醫療保健，以及高景氣的科技軟硬件等三個方向。

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