金吾财讯 | 国元国际指出，当前港股并不缺少内地南下内地资金的支持，这对港股估值形成了有效支撑。只是短期内海外市场对于美联储利率政策预期的博弈仍在持续，特别是目前沃什仍未上台，也并未对其货币政策方向进行阐述，这意味着市场缺少清晰的趋势，无论是降息交易还是流动性的紧缩预期都无法成为主导的投资逻辑，围绕政策方向的资金博弈成为最有可能的情形。这将增加港股市场的避险情绪，因此短期内港股市场或仍然将以震荡盘整为主。
金吾财讯 | 国元国际指出，当前港股并不缺少内地南下内地资金的支持，这对港股估值形成了有效支撑。只是短期内海外市场对于美联储利率政策预期的博弈仍在持续，特别是目前沃什仍未上台，也并未对其货币政策方向进行阐述，这意味着市场缺少清晰的趋势，无论是降息交易还是流动性的紧缩预期都无法成为主导的投资逻辑，围绕政策方向的资金博弈成为最有可能的情形。这将增加港股市场的避险情绪，因此短期内港股市场或仍然将以震荡盘整为主。
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