机构称港股韧性已现：向恒生科技要弹性，向高分红要确定性_老虎社区_美港股上老虎

机构称港股韧性已现：向恒生科技要弹性，向高分红要确定性

市场资讯08-13

国泰君安认为，本轮海外波动港股市场展现韧性。当前港股市场风险溢价已触及历史高位，港股资产已系统性低估。考虑海外风险因素阶段缓和，后续冲击预计相对有限，港股市场已进入配置区间，后市反弹空间可期，具备较高配置性价比，配置向恒生科技要弹性，向高分红要确定性。　　海外方面，流动性拐点渐近，而前期港股市场对降息定价不足，后续有望受益于分母端增量资金回流。　　国内方面，前期分子端悲观预期已在港股市场中充分...

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