中金：港股市场存在结构性机会，可以偏积极一些_老虎社区_美港股上老虎

中金：港股市场存在结构性机会，可以偏积极一些

智通财经网2023-07-16

中金公司发布研究报告称，港股市场存在结构性机会，可以相对偏积极一些，关注对消费和增长更为敏感的板块。不过此前的整体策略思路依然奏效，即：1)做波段，即市场超卖时(如在目前水平)逢低配置，预期较为充分时获利回吐；2)做结构，不确定性中坚持“哑铃型”策略，能够兼具平衡和对冲效果(高分红比例加优质成长板块)。与此同时，业绩期到来，企业盈利也有望成为市场关注的焦点。中金公司称，海外中资股上周创2023年1...

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淑微内衣
·2023-07-16
这篇文章不错，转发给大家看看
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lswh
·2023-07-16
说说你对这篇新闻的看法...
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- wawahaha:
  ……难怪人说港股债券论
  2023-07-17
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- 飞飞1288888:
  翻译：没什么希望已经开始大萧条但是我要告诉你也没死透😋 要有信心
  2023-07-16
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