中信建投陈果：拐点明朗，港股再上台阶

Wallstreetcn
2023.07.15 08:50
中信建投陈果在研报中表示，6 月港股低点显现后，近期公布的美国 7 月非农数据降温、6 月 CPI 低于预期，前期制约美联储货币政策的就业和通胀两个锚均往利多方向前进；国内方面，近期中美关系有所缓和，同时国内稳增长政策预期积极，下半年经济有望持续复苏。当前困扰港股市场的流动性问题边际显著改善，后续预计港股将重拾升势。方向上，预计价值成长齐发力，央企 AH 溢价已至历史高位，后续有望收敛；互联网龙头景气反转已经确认，后续随 AI 逐步从海外产业链逻辑转向国内产业链逻辑逐步展开。（证券时报）
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