中国银河证券:港股中报业绩表现好于预期的板块有望补涨

每日经济新闻
21 Jul

每经AI快讯,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。展望后市,建议关注以下板块:1、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。2、政策利好增多或政策利好持续发酵的板块,例如稳定币概念股、创新药、AI产业链、“反内卷”行业等。3、中报业绩表现超预期的板块,港股中报业绩表现好于预期的板块有望补涨。每日经济新闻

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