建银国际发表港股策略报告表示,过去一个月,恒指、国企指数和恒生科技指数跌幅在6%至10%之间。恒生综合行业指数中,多数行业板块有所下滑。其中,医疗保健和公用事业板块表现最佳,上涨6%和2%;而工业和资讯科技表现最差,分别下降8%和7%。本月迄今,公用事业及必需性消费表现最为突出,涨幅分别达到3%和1%。由于“对等关税”潜在冲击,盈利预测有所下调。过去一个月,20个行业中15个行业的年度每股收益预测...
Source Link建银国际发表港股策略报告表示,过去一个月,恒指、国企指数和恒生科技指数跌幅在6%至10%之间。恒生综合行业指数中,多数行业板块有所下滑。其中,医疗保健和公用事业板块表现最佳,上涨6%和2%;而工业和资讯科技表现最差,分别下降8%和7%。本月迄今,公用事业及必需性消费表现最为突出,涨幅分别达到3%和1%。由于“对等关税”潜在冲击,盈利预测有所下调。过去一个月,20个行业中15个行业的年度每股收益预测...
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