天风证券：看好港股估值由当期低位向上修复科网公司AI价值兑现下有望吸引资金增配

智通财经2023-09-10

智通财经APP获悉，天风证券发布研究报告称，本周港股市场4个交易日前高后低走势，周内每个交易日均净流入。当前港股估值处于相对底部水平，边际层面南向资金明显流入，该行认为8月国内通胀及进出口数据已现边际改善迹象，楼市新政有望推动宏观经济预期改善。该行仍然看好港股市场估值由当期低位逐步向上修复。中期来看，随港股科网公司AI大模型发展逐步兑现增量价值，有望持续吸引资金增配。投资建议：1）业绩有望修复的...

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href=http://www.zhitongcaijing.com/content/detail/992901.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，天风证券发布研究报告称，本周港股市场4个交易日前高后低走势，周内每个交易日均净流入。当前港股估值处于相对底部水平，边际层面南向资金明显流入，该行认为8月国内通胀及进出口数据已现边际改善迹象，楼市新政有望推动宏观经济预期改善。该行仍然看好港股市场估值由当期低位逐步向上修复。中期来看，随港股科网公司AI大模型发展逐步兑现增量价值，有望持续吸引资金增配。投资建议：1）业绩有望修复的...</p>\n\n<a 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天风证券：看好港股估值由当期低位向上修复 科网公司AI价值兑现下有望吸引资金增配

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天风证券：看好港股估值由当期低位向上修复科网公司AI价值兑现下有望吸引资金增配