【券商聚焦】国信证券:继续看好港股春季行情,关注AI与PPI主线

金吾财讯
Feb 05

(原标题:【券商聚焦】国信证券:继续看好港股春季行情,关注AI与PPI主线)金吾财讯|国信证券发布研报指,1月恒生指数上涨6.9%,恒生港股通涨7.7%,表现优于全球主要市场。美股方面,标普500和纳斯达克分别上涨1.37%和0.95%,美元指数当月下跌1.17%。报告认为美联储潜在缩表影响有限,维持对港股春季行情的乐观判断。 行业方面,报告重点推荐两条主线:AI方向关注半导体、云计算等景气领域,...

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