多重积极因素累积 港股估值修复有望延续

经济参考报
Jul 13

7月8日以来,调整近半年的港股市场迎来反弹,恒生指数站稳24000点整数关口,恒生科技指数也创下2026年以来第二大单日涨幅。AI产业链、半导体、云计算等科技板块持续领涨。业内人士认为,进入7月,央行释放提高外储配置香港资产的重大政策信号,外资持续回流叠加空头仓位高企引发的平仓压力,共同触发本轮反弹。  回顾上半年,港股市场指数表现不佳,“K型分化”行情凸显。机构普遍表示,当前港股估值仍处历史低位...

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