智通财经APP获悉，招商证券发布研报称，近期以恒生科技为代表的港股科技方向整体跌幅较大，而弱势的行情往往是各类悲观叙事滋生的温床，在短暂的流动性冲击过后，从监管到产业趋势的各方面叙事来到了极度悲观水平。当前位置的恒科有极大的配置价值。首先，近期行情波动只是剧烈的流动性冲击;其次，天底下没有新鲜事，当前市场的大幅波动，本质上和2025年11月没有太大差异;最后，向后看去，利好的因素在不断聚集，建议逢...
Source Link智通财经APP获悉，招商证券发布研报称，近期以恒生科技为代表的港股科技方向整体跌幅较大，而弱势的行情往往是各类悲观叙事滋生的温床，在短暂的流动性冲击过后，从监管到产业趋势的各方面叙事来到了极度悲观水平。当前位置的恒科有极大的配置价值。首先，近期行情波动只是剧烈的流动性冲击;其次，天底下没有新鲜事，当前市场的大幅波动，本质上和2025年11月没有太大差异;最后，向后看去，利好的因素在不断聚集，建议逢...
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