（原标题：【券商聚焦】国信证券：港股3月策略维持"优于大市"评级）金吾财讯|国信证券发布研报指，2月港股表现分化，恒生指数下跌2.8%，恒生科技指数重挫10.1%，主要受美元走强及外资流向日韩市场影响。能源、材料板块表现强势，而商贸零售、传媒等板块领跌。 行业方面，受地缘局势影响，能源海运股成为对冲工具；PPI链相关的原材料、工业板块持续受益于商品价格弹性；AI硬件（半导体、光模块）及大模型公司...
Source Link（原标题：【券商聚焦】国信证券：港股3月策略维持"优于大市"评级）金吾财讯|国信证券发布研报指，2月港股表现分化，恒生指数下跌2.8%，恒生科技指数重挫10.1%，主要受美元走强及外资流向日韩市场影响。能源、材料板块表现强势，而商贸零售、传媒等板块领跌。 行业方面，受地缘局势影响，能源海运股成为对冲工具；PPI链相关的原材料、工业板块持续受益于商品价格弹性；AI硬件（半导体、光模块）及大模型公司...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.