每经AI快讯,国泰君安证券研报表示,海外全球央行宽松周期,国内积极释放政策信号、后续增量政策值得期待,港股分子分母端预期均迎改善,仍具向上空间。回调后港股已再度进入配置区间,分母端流动性宽松叠加市场情绪的底线区间抬升确认,看好景气回升的利率敏感型品种有望共振、弹性较大。行业配置:1)持续推荐EPS改善支持的港股互联网龙头,前期行业格局持续优化后企业利润率与投资回报率提升,流动性宽松环境下具备弹性;...
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