进入十一月以来，市场出现显著的风格切换，多家券商表示，在临近年底，牛市环境背景下，通常容易发生风格切换，重点布局科技、消费及核心资产行业。历史数据来看，目前港股估值不算高，wind数据显示，截止10月31日，恒生科技PE-TTM为22.9倍、处于有数据以来29%分位。纵观全球视角，港股宽基估值分位数显著偏低，自2005年有数据以来，恒生科技估值均低于标普500 95%、纳斯达克88%、德国...
Source Link进入十一月以来，市场出现显著的风格切换，多家券商表示，在临近年底，牛市环境背景下，通常容易发生风格切换，重点布局科技、消费及核心资产行业。历史数据来看，目前港股估值不算高，wind数据显示，截止10月31日，恒生科技PE-TTM为22.9倍、处于有数据以来29%分位。纵观全球视角，港股宽基估值分位数显著偏低，自2005年有数据以来，恒生科技估值均低于标普500 95%、纳斯达克88%、德国...
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