中信建投陳果：拐點明朗，港股再上台階

華爾街見聞
2023.07.15 08:50
中信建投陳果在研報中表示，6 月港股低點顯現後，近期公佈的美國 7 月非農數據降温、6 月 CPI 低於預期，前期制約美聯儲貨幣政策的就業和通脹兩個錨均往利多方向前進；國內方面，近期中美關係有所緩和，同時國內穩增長政策預期積極，下半年經濟有望持續復甦。當前困擾港股市場的流動性問題邊際顯著改善，後續預計港股將重拾升勢。方向上，預計價值成長齊發力，央企 AH 溢價已至歷史高位，後續有望收斂；互聯網龍頭景氣反轉已經確認，後續隨 AI 逐步從海外產業鏈邏輯轉向國內產業鏈邏輯逐步展開。（證券時報）
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