【券商聚焦】交银国际指港股交易逻辑转向盈利验真

金吾财讯
Mar 03

(原标题:【券商聚焦】交银国际指港股交易逻辑转向盈利验真)金吾财讯|交银国际发布研报指,随着3月宏观政策落地与企业财报披露重叠,港股交易逻辑正从"预期博弈"转向"盈利验真"。当前南向资金和外资更关注ROE改善与现金流质量。 报告指出,3月需关注三大变量:全国两会政策兑现、年报业绩指引及美联储3月FOMC会议。行业配置建议聚焦"盈利确定性"与"政策共振",推荐互联网、硬科技、上游资源品及红利低波资产...

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