凯基：2026年中国资产重估仍有望延续港股将继续受惠

智通财经2025-12-09

智通财经APP获悉，凯基发布12月最新市场走势分析，对于中国市场，2026年中国资产重估仍有望延续，港股将继续受惠。凯基指，香港经济正摆脱困境，金融业率先回暖，出口展现韧性，房市逐步走出阴霾，旅游业加速复苏;美联储减息趋势不改，利好港股表现;港股估值仍低，恒生指数当前动态PE只有11.5倍，离历次上升趋势高点仍有较大差距，且随着中概股回归以及A股科技企业纷纷加速在港二次上市，港股科技板块比重持续...

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凯基：2026年中国资产重估仍有望延续 港股将继续受惠

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凯基：2026年中国资产重估仍有望延续港股将继续受惠