在美联储主席释放鹰派信号、长端美债收益率高企等因素扰动下,港股市场在8月承压,未能延续7月强劲反弹的态势,9月1日延续调整态势。不过从南向资金流向看,8月南向资金再度净流入逾百亿港元,市场并未出现明显悲观情绪。 在业内人士看来,当前美联储加息概率以及美债利率上行风险上升压制港股估值进一步修复的空间,港股后续走强需要业绩验证或稳增长政策加码推动盈利预期由局部上修扩散至整体。对于后市配置,建议围绕...
Source Link在美联储主席释放鹰派信号、长端美债收益率高企等因素扰动下,港股市场在8月承压,未能延续7月强劲反弹的态势,9月1日延续调整态势。不过从南向资金流向看,8月南向资金再度净流入逾百亿港元,市场并未出现明显悲观情绪。 在业内人士看来,当前美联储加息概率以及美债利率上行风险上升压制港股估值进一步修复的空间,港股后续走强需要业绩验证或稳增长政策加码推动盈利预期由局部上修扩散至整体。对于后市配置,建议围绕...
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