國泰君安：關注恒生科技指數以及互聯網零售等板塊

智通財經
2023.08.13 23:30
8 月 14 日消息，國泰君安證券研報顯示，Q3 存在國內政策預期升温疊加美聯儲加息週期接近尾聲，港股或有上漲的窗口期。期間，關注恒生科技指數以及互聯網零售等板塊，另外關注地產鏈在港股的估值優勢。若弱復甦預期計入較充分後，更多佈局長期穩定性高的高股息 + 中特估品種，以順應時代特徵；同時，以全球視野審視港股投資機會，關注能與全球景氣週期共振、流動性改善品種，例如半導體、消費電子、創新藥和黃金等。
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