華泰證券策略：港股市場具有戰略性配置價值有望走出相對錶現

格隆匯APP

06-04

格隆匯6月4日｜華泰證券2025年中期投資峯會“尋找秩序重構下的確定性”於6月4日在上海舉辦。華泰證券策略觀點認爲，中長期視角來看港股市場具有戰略性配置價值，港股市場承擔着三個重要職責：一是企業出海；二是資金迴流；三是人民幣國際化。下半年港股市場驅動因素主要來自盈利增長，三季度市場波動性可能依然較高，高股息板塊和必需消費仍可作爲底倉配置。全年來看可逢低增配科技（科技升級趨勢性下的硬科技，互聯網及AI）、消費（地產週期下半段的消費潛力修復，如互聯網消費，醫藥，大衆消費如個護、乳品及農林牧漁等），大金融（香港本地股及中資股）依然作爲底倉配置。

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