中信证券:港股基本面预期已进入触底阶段
【中信证券:港股基本面预期已进入触底阶段】金色财经报道,10月11日,中信证券研报指出,对于港股,虽然海外加息周期叠加AI动能交易重启,流动性依旧承压,但基本面预期已触底,主要宽基指数的盈利增速预期开始上修。行业盈利预期调整分化显著,部分细分赛道有所上修,而内需相关行业盈利预期仍有下修压力,后续三季度业绩将是判断修复进展的重要依据。研报建议投资者对港股维持耐心,预计短期红利策略仍相对跑赢。()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $186.09亿 | -11.14% | 86.7% | 86.7% | |||
| 2 | $27.00亿 | 0.45% | 68.6% | 68.6% | |||
| 3 | $400.39亿 | -8.05% | 85.4% | 85.4% | |||
| 4 | $9.08亿 | -15.47% | 69.3% | 69.3% | |||
| 5 | $108.08亿 | -6.61% | 65.3% | 65.3% | |||
| 6 | $12.16亿 | -8.33% | 53.3% | 53.3% | |||
| 7 | $2.10亿 | 19.29% | 65.3% | 65.3% | |||
| 8 | $7.39亿 | -8.63% | 68.4% | 68.4% | |||
| 9 | $2.87亿 | -20.94% | 56.9% | 56.9% | |||
| 10 | $70.28亿 | 0.5% | 71.1% | 71.1% | |||
| 11 | $4.51亿 | 5.52% | 36.2% | 36.2% | |||
| 12 | $3,104.54万 | -18.15% | 59.5% | 59.5% | |||
| 13 | $221.54亿 | -0.43% | 31% | 31% | |||
| 14 | $111.49亿 | 1.26% | 76.2% | 76.2% | |||
| 15 | $1.41亿 | -9.42% | 66.9% | 66.9% | |||
| 16 | $110.28亿 | -12.22% | 55.2% | 55.2% | |||
| 17 | $11.51亿 | -6.34% | 26% | 26% | |||
| 18 | $16.07亿 | 26.43% | 46.9% | 46.9% | |||
| 19 | $1.12亿 | -10.85% | 31.5% | 31.5% | |||
| 20 | $1,633.50万 | -21.16% | 58.2% | 58.2% |