国泰海通：重视港股红利底仓价值逐步增加科技+出海链配置

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智通财经APP获悉，国泰海通发布研报称，短期利率上行等风险因素带来负面定价扰动，但中期重点仍是AI产业增长趋势。下阶段港股破局关键在基本面拐点的确认，互联网Q1财报夯实了基本面反转叙事。结构上，重视港股红利底仓价值，逐步增加对港股科技+韧性外需/出海链的关注。国泰海通主要观点如下：短期风险因素带来负面定价扰动，中期重点仍是AI产业增长趋势。本周美债收益率升破4.5%引发关注，这正是前期提出...

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国泰海通：重视港股红利底仓价值 逐步增加科技+出海链配置

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国泰海通：重视港股红利底仓价值逐步增加科技+出海链配置