观点回顾:抬估值行情之后市场怎么走?上周周报中我们提到,今年以来港股市场涨幅主要由估值抬升贡献。2024Q1盈利预测见底之后,得到了实际盈利数据的验证,使得2024年下半年起,港股表现开始具备进攻性。但也要看到,年初以来的估值抬升已经较充分地计提了年内进一步的盈利修复预期。在过去一周,我们看到中国资产,尤其是港股市场的情绪有所回落。年报窗口期,如果没有超预期的盈利表现,仍需警惕估值抬升行情降温的...
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