光大证券研报显示，随着流动性压制因素边际减弱，港股有望迎来布局时点。当前港股估值回落到历史低位，港股吸引力逐步凸显。但仍需关注海外风险对股市的冲击，美国本月强劲的就业数据可能提高市场对美联储 6 月进一步加息的预期，加之美国经济将出现温和衰退，港股可能面临波动回调风险。
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