中信證券：港股料三季度將重新回到 5 月中旬後趨勢向上

美港電訊
2022.07.17 07:35
中信證券 7 月 16 日研報表示，2022 年港股市場盈利增速預測已出現上修趨勢，而隨着內地局部疫情得到控制、防疫政策持續優化，未來隨着 “停貸” 問題逐步化解，港股料將重新回到 5 月中旬後趨勢向上。展望三季度，建議投資者關注 1）基建、半導體、汽車、光伏等板塊；2）俄烏衝突以及內地基本面復甦下預計短期油價仍將維持高位，帶動能源板塊業績高增，推薦石油、化工等板塊。
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