招商证券指出,港股方面,3月有望呈现先抑后扬的走势。结构上推荐“哑铃策略”,重点关注AI科技、有色金属、以及高股息板块。就恒生科技而言,其估值底和政策底逐步夯实,流动性冲击最大的阶段已经结束,基本面拐点仍需确认,关注市场对恒生科技盈利预期的修正和美联储政策预期变化带来的催化。港股科技ETF(513020)跟踪的是港股通科技指数(931573),覆盖【互联网+创新药+新能源车】等港股核心资产,...
Source Link招商证券指出,港股方面,3月有望呈现先抑后扬的走势。结构上推荐“哑铃策略”,重点关注AI科技、有色金属、以及高股息板块。就恒生科技而言,其估值底和政策底逐步夯实,流动性冲击最大的阶段已经结束,基本面拐点仍需确认,关注市场对恒生科技盈利预期的修正和美联储政策预期变化带来的催化。港股科技ETF(513020)跟踪的是港股通科技指数(931573),覆盖【互联网+创新药+新能源车】等港股核心资产,...
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