《大行》交银国际:避险情绪引发调整风险不可忽视 港股以守待攻 建议高股息作防御性底仓

阿斯达克财经
Apr 01, 2025

交银国际发表报告表示,全球不确定性升温下,港股3月呈震荡走势。在2月显著上涨后,港股3月上涨动能有所转弱,恒生科技指数已进入技术性调整区间,但年初至今仍领跑全球主要股指。在科网龙头股估值修复已较为充分的形势下,盈利预期上调仍相对谨慎。与此同时,南向资金仍维持净流入态势,资金出现阶段性分歧,多空博弈加剧下,港股由单边上涨转为震荡走势。展望后市,中美双方能否达成新一轮协议将会是市场走势的重要方向,也将...

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