来源:环球网【环球网财经综合报道】2026年初,港股科技板块持续处于震荡整理格局。自去年10月高点至今,恒生科技指数最大回撤已超过27%。面对这一轮历时近五个月的调整,市场情绪趋于谨慎。综合多方机构观点来看,本轮调整并非行业基本面趋势性逆转,而是产业转型期的认知错配、海外流动性预期波动以及业绩空窗期情绪放大三者共振的结果。截至当前,板块已呈现出“估值处于历史中低区间、产业趋势清晰、盈利逐步兑现”的...
Source Link来源:环球网【环球网财经综合报道】2026年初,港股科技板块持续处于震荡整理格局。自去年10月高点至今,恒生科技指数最大回撤已超过27%。面对这一轮历时近五个月的调整,市场情绪趋于谨慎。综合多方机构观点来看,本轮调整并非行业基本面趋势性逆转,而是产业转型期的认知错配、海外流动性预期波动以及业绩空窗期情绪放大三者共振的结果。截至当前,板块已呈现出“估值处于历史中低区间、产业趋势清晰、盈利逐步兑现”的...
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