想抓港股反弹,可以配什么产品 | ETF风向标

华夏ETF
Mar 06

01、逆风:回调的原因是什么港股科技自去年10月开始,持续跑输A股科技,调整原因在这五个月有变化,但总的离不开“业绩”和“估值”两大框架。(1)业绩端:港股科技的多个子板块(互联网/造车新势力/消费电子/创新药等),过去几个月处于“逆风期”。在AI产业叙事中,港股科技虽然有全栈布局优势,但硬件占比少、软件应用业务占比高,受到美股AI逻辑映射的负面影响,先是“资本开支扩张难兑现”的质疑,后来又有“...

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