港股市场边际上看积极的因素比较明显，一方面海外市场目前对于加息相关的信息反映已经比较比较钝化，这有望缓解港股流动性压力。另一方面，虽然复苏预期今年以来经历了 “过山车”，但大趋势是向上的，因此后续完全不排除出现复苏超预期的可能性，同时国家也在陆续出台稳增长政策，有望进一步支撑港股基本面。
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