【招商证券国际:港股或维持反复震荡 建议高股息与优质科技股结合策略 】智通财经APP获悉,招商证券国际发布研报称,港股短期或仍缺乏持续上行动力,国内经济复苏广度仍然有限,企业盈利预期较难全面上调,海外加息预期和长端利率高企则继续约束估值扩张,因此市场机会预计更多来自行业轮动和个股盈利改善,指数层面仍可能维持反复震荡。该行表示,下周主要关注中国8月进出口和美国8月CPI,前者将反映外需对经济增长的支撑力度,后者将成为判断美联储9月政策取向的重要依据。
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