截至7月21日,恒指年内上涨24.60%之后,未来行情能否持续?景顺长城基金经理周寒颖认为,今年港股表现在全球资本市场居前列,主要受益于人民币资产的重估、低估值状态下的充裕流动性支持,以及港股企业盈利预期改善三重逻辑共振。展望未来,港股IPO热潮正在深刻重塑市场生态, 资金面的宽裕有望支撑港股目前优秀的赔率,未来重点关注港股科技、消费、创新药、大金融等板块。港股领涨的底层支撑具体来看,Wind数据...
Source Link截至7月21日,恒指年内上涨24.60%之后,未来行情能否持续?景顺长城基金经理周寒颖认为,今年港股表现在全球资本市场居前列,主要受益于人民币资产的重估、低估值状态下的充裕流动性支持,以及港股企业盈利预期改善三重逻辑共振。展望未来,港股IPO热潮正在深刻重塑市场生态, 资金面的宽裕有望支撑港股目前优秀的赔率,未来重点关注港股科技、消费、创新药、大金融等板块。港股领涨的底层支撑具体来看,Wind数据...
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