華泰證券：中期港股相對收益空間仍存增量多

和訊網

04-07

　　炒股就看金麒麟分析師研報，權威，專業，及時，全面，助您挖掘潛力主題機會！

【華泰證券：中期視角下港股相對收益空間仍存】華泰證券表示，中期來看，港股相對收益空間依然存在。其原因包括，國內3 月 PMI 連續兩個月擴張，地產有尋底跡象，政策逆週期調節有加碼預期。在港股結構方面，科技與金融主導的上市公司特徵致使企業盈利對關稅敏感度相對較低。資金面上，南向資金持續流入爲港股提供資金支持。操作上，建議配置存在政策逆週期調節預期的內需消費板塊、盈利預期抬升明顯且自主可控邏輯堅實的港股硬科技，以及南向持倉佔比高、受外資變動影響小且盈利預期穩定的紅利方向作爲底倉。

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