中国银河证券表示在全球权益市场中港股绝对估值处于相对低位水平、估值分位数处于历史中上水平中长期配置价值仍然较高。展望后市

智通财经
30 Jun
中国银河证券表示在全球权益市场中港股绝对估值处于相对低位水平、估值分位数处于历史中上水平中长期配置价值仍然较高。展望后市建议关注:第一科技板块依然具备较高投资机会。科技板块政策支持力度较大盈利增速居前估值处于历史中低水平未来上涨空间仍然较大。第二在国内促消费政策刺激下消费行业业绩增速预期改善当前估值水平相对较低的港股消费股有望上涨重点关注医药行业和可选消费行业。第三在海内外不确定性因素的扰动下高股息标的可以为投资者提供较为稳定的回报。

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