中信證券：美股 “衰退” 交易下 港美市場相關性減弱
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© Reuters 智通財經 APP 獲悉，中信證券發佈報告稱，多重因素衝擊下，判斷美股震盪下跌的趨勢將延續至 2 季度末，待通脹顯著回落、對美聯儲貨幣緊縮預期出現改善後，美股或重新企穩。而考慮國內疫情防控趨勢性向好、穩增長政策不斷加碼，MSCI 指數調整即將執行等，港美市場之間的相關性正逐步減弱，維持 5 月中旬起是加倉港股的最佳時點，港股市場將迎來全球投資者持續增配的判斷。但短期來看，港美兩地同時上市標的以及美國收入佔比較高的企業或受波及。
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