港股牛市中期——科技巨头投资价值研判

资本市场那些事儿
18 Jul

2025年上半年港股市场已明确进入技术性牛市,恒生指数年内涨幅超22%,恒生科技指数上涨超22%,成为全球资本市场表现最亮眼的资产之一。这一轮牛市的核心驱动力包括南向资金的持续流入、中国资产的战略性重估(科技与新消费领域突破)、以及港股上市公司质量的系统性提升(优质企业上市潮和去美元化趋势)。当前港股市场正处于牛市的中期阶段,尽管三季度初可能面临短期调整风险(如关税政策变数、美债波动等),但震荡...

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