基金研究：港股央企红利风起

天风证券股份有...07-19

港股红利风再起基本面企稳，内外部环境逐渐改善。美国降息预期回升，日元大幅贬值，海外流动性环境逐步好转。国内经济短期处在稳健复苏趋势中，房地产近期重磅政策频发，港股盈利预期小幅改善，对港股市场形成正反馈。资金涌入，港股或将延续反弹。外资进行“高低切换”回流港股“洼地”，南向资金已维持连续22 周正向净买入，内外资的涌入驱动港股近期强势反弹。截止2024/7/12，恒指风险溢价位于2015 年以来的...

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基金研究：港股央企红利 风起

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基金研究：港股央企红利风起