7 月 23 日,港股恒生指数创三年新高,香港资产重估进入新阶段,下半年优选景气改善 + 低估值行业,科技正处在交集。近期,外资持续看好中国资产。景顺全球主权资产管理研究最新发布显示,国际投资机构对中国市场的兴趣明显回升。该调查涵盖 83 家主权财富基金和 58 家央行,这些机构总共管理约 27 万亿美元的资产。中金公司认为,港股充裕的流动性和有限的优质资产,必然导致资金扎堆,而恰好符合优质回报...
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