【华泰证券:港股短期或迎反弹窗口】金十数据1月20日讯,华泰证券研报表示,震荡市基调下港股短期或迎反弹窗口,依据是:1)中美关系出现了一些积极信号,市场对海外扰动的担忧或边际缓和;2)历史上港股春季行情常始于春节前一周,至春节假期结束前恒生科技较恒指相对占优,节后至两会A股表现较港股弹性更强;3)相比处于业绩预披露期的A股,港股权重股具备业绩/景气和性价比优势;4)春节后投资者重心或切换至我国政策预期;5)中期贸易摩擦不确定性风险仍存。
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