华泰证券表示,在景气修复和估值性价比的交集中,港股科技板块是占整个港股市场接近1/3的大容量板块,特别提示投资者关注科技重估驱动的第三轮中国资产重估行情。全文如下华泰 | 港股策略:恒科或迎来景气和估值改善双击港股科技可能引领第三轮中国资产重估年初DeepSeek行情驱动了年内第一轮中国资产重估行情,被4月关税扰动打断后,5月以来的资产重估由金融、消费和医药等板块主导,并推动恒生指数回到24000...
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