中信证券:港股2024年初以来的长牛行情将延续

第一财经
Oct 09

中信证券研报称,充裕的流动性叠加AI的持续投入和创新是推动9月初以来港股持续上涨的两大动能。展望未来,在港股的“赚钱效应”下,南向资金有望持续流入;除全球进入降息周期的因素以外,若高市早苗成功当选新一任日本首相,港股预计也将受益于日本投资者的套利交易配置。同时,在国内外企业加大AI领域的资本支出,大模型和应用不断的迭代创新下,港股完整的AI和科技产业链或也将迎来业绩兑现。  在持续半年的估值扩张后...

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