华泰证券：中期港股相对收益空间仍存增量多

和讯网

04-07

　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！

【华泰证券：中期视角下港股相对收益空间仍存】华泰证券表示，中期来看，港股相对收益空间依然存在。其原因包括，国内3 月 PMI 连续两个月扩张，地产有寻底迹象，政策逆周期调节有加码预期。在港股结构方面，科技与金融主导的上市公司特征致使企业盈利对关税敏感度相对较低。资金面上，南向资金持续流入为港股提供资金支持。操作上，建议配置存在政策逆周期调节预期的内需消费板块、盈利预期抬升明显且自主可控逻辑坚实的港股硬科技，以及南向持仓占比高、受外资变动影响小且盈利预期稳定的红利方向作为底仓。

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