金吾财讯 | 交银国际研报指,随着春节长假临近,市场交易逻辑预计将从强预期转向“数据验证”的阶段。尽管海外关于美联储降息时点的预期仍有反复,但我国经济复苏内生动能正逐步显现。2月处于净流入静默期与全国“两会”前夕,基本面数据的边际改善将成为关注焦点。在南向资金持续净流入与企业加大回购力度的支撑下,港股有望在整固中消化获利盘,演绎“重个股、轻指数”的结构性行情 。定价权回归业绩。经过开年的估值修复,...
Source Link金吾财讯 | 交银国际研报指,随着春节长假临近,市场交易逻辑预计将从强预期转向“数据验证”的阶段。尽管海外关于美联储降息时点的预期仍有反复,但我国经济复苏内生动能正逐步显现。2月处于净流入静默期与全国“两会”前夕,基本面数据的边际改善将成为关注焦点。在南向资金持续净流入与企业加大回购力度的支撑下,港股有望在整固中消化获利盘,演绎“重个股、轻指数”的结构性行情 。定价权回归业绩。经过开年的估值修复,...
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