银河证券：8月港股中报处于集中披露期，业绩利好带来的催化效果值得关注

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炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！格隆汇8月19日｜银河证券：8月港股中报处于集中披露期，业绩利好带来的催化效果值得关注。随着美联储降息步伐临近，关注受益于降息预期的科技板块，特别是分母端和分子端双重改善预期的细分行业有望更多受益，具体包括互联网头部、消费电子、创新药等板块。中长期来看，港股基本面更多依赖于国内经济，关注国内政策面的积极信号。同时，由于地缘...

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