港股初现趋势性布局机会！

Zhitong
2024.02.26 05:51
国信证券近日研报表示，港股初现趋势性布局机会。该机构认为，港股震荡上行格局已经初具，建议中长线投资者加强关注。短线上，恒指突破 120 日均线前宜观察。若回撤，可在 16200-16400 布局；若突破，则建议跟进。防御方向，建议关注高速公路、公用事业、传统医药、中低杠杆的香港股/海外股、出口型公司。进攻方向，建议关注前期利空集中爆发，股价超跌的公司，以 CXO 为代表的生物科技/制药企业可优先考虑。
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