国泰君安：恒生科技估值回落较为明显，但后续有改善空间

美港电讯11-29

【国泰君安：恒生科技估值回落较为明显，但后续有改善空间】金十数据11月29日讯，国泰君安证券研报表示，恒生科技估值回落较为明显，但后续有改善空间。消费/金融/资讯科技PE历史分位相对较低，过去一周仅原材料板块估值改善。估值方面，恒指/恒科最新PE分别为9.0/21.4倍，较上周-0.1/-0.7倍，对应历史分位为12.7%/9.4%，恒科估值回落较为明显。PE估值较低的行业包括金融/能源/电信，...

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