和讯投顾徐梦婧:港股企稳,A股修复

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今日市场最令人欣慰的除A股修复外,当属港股企稳,港股医药与恒生科技板块均出现大涨。关于恒生科技是否已触底及能否抄底的问题,需理性分析。今日大涨很大程度上源于前两日日韩股市剧烈波动,尤其是韩国股市外资占比较高,部分外资可能从这两个高波动市场撤离并流入港股,因此今日港股上涨存在外资助推因素。判断恒生科技与恒生医药是否值得加仓,仍需回归基本面分析。建议这两个板块最高配置比例不超过总仓位的10%至15%,...

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