中信里昂：提升港股权重至超配20% 首选万洲国际(00288)等

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智通财经APP获悉，中信里昂发布研报称，将香港市场比重提升至超配20%，主要考虑因素分别为香港市场与中国市场的相关性降低，容许差异化配置；今年香港IPO市场料将超越2025年的表现，去年IPO及配股集资总额达823亿美元；香港楼市自2021年以来首次录得按年升幅，楼市回暖将带动股市。此外，香港企业盈利预测自2025年7月起转为正面，在亚太区仅次于日本、韩国及中国台湾；香港股市估值相对区内同业具...

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