【中信建投:看好2025年港股市场,中概科技下半年或更加积极】 中信建投发布港股2025年投资策略:预计2025年下半年经济内生增长动能修复,地产下行周期见底,恒生科技作为内需相关的核心资产之一,有望迎来盈利预期修复下的贝塔行情。长期看地产和经济复苏节奏和预期或有偏差,但向上趋势不改,特朗普的宽财政、高关税等政策对美国经济的影响仍存在不确定性,东升西落的机会依然存在,看好2025年港股市场,中概科技下半年或更加积极,关注电商&本地生活、游戏、消费电子等内需赛道龙头公司。

金融界
19 Feb
中信建投发布港股2025年投资策略:预计2025年下半年经济内生增长动能修复,地产下行周期见底,恒生科技作为内需相关的核心资产之一,有望迎来盈利预期修复下的贝塔行情。长期看地产和经济复苏节奏和预期或有偏差,但向上趋势不改,特朗普的宽财政、高关税等政策对美国经济的影响仍存在不确定性,东升西落的机会依然存在,看好2025年港股市场,中概科技下半年或更加积极,关注电商&本地生活、游戏、消费电子等内需赛道龙头公司。

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