三重因素驱动,国海富兰克林基金赵晓东看好港股银行、互联网

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Yesterday

港股市场2025年整体表现突出,恒生指数年内涨幅近30%,但在连续半年的强势上攻后,港股10月以来步入震荡盘整阶段。对于港股明年行情,近期多家券商基金机构发布了市场展望,多数机构仍看好港股的估值优势,认为其具备持续配置价值。日前,国海富兰克林基金权益投资总监赵晓东在接受采访时明确表示:“当下最显眼的机会在港股。”赵晓东指出,这一判断的核心逻辑首先在于港股显著的估值吸引力。“港股最大的优势就是‘便宜...

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