金吾财讯 | 海通国际表示，港股在前期补涨后，受汇率波动影响更为敏感，短期内可能跟随A股进入震荡盘整阶段。行业方面，科技板块高位承压，短期调整压力加大；而当前回调幅度较大的非银金融板块已进入可布局区间；同时，低位开始活跃的消费地产与“反内卷”方向也具备配置价值。
金吾财讯 | 海通国际表示，港股在前期补涨后，受汇率波动影响更为敏感，短期内可能跟随A股进入震荡盘整阶段。行业方面，科技板块高位承压，短期调整压力加大；而当前回调幅度较大的非银金融板块已进入可布局区间；同时，低位开始活跃的消费地产与“反内卷”方向也具备配置价值。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.