方正證券：港股市場目前已處在估值窪地 配置價值凸顯

金十數據
2022.03.22 23:57
方正證券研報認為，與以往情況類似，當前港股正處於經濟下行、貨幣環境收緊階段，新冠疫情的反覆、俄烏戰爭以及國際形勢的日趨嚴峻複雜這些內外部風險衝擊更是為港股市場增加了不確定性。不同的是，今年 2 月份以來港股的這一輪加速調整是在估值本身已經較低的情況下，再度出現的下跌。而在經歷這一輪下跌之後，港股市場目前已處在估值窪地、配置價值凸顯。
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