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港交所(0388.HK)持續上漲創逾半年新高,張憶東:港股的春天再次降臨
格隆匯 01-09 14:04
格隆匯1月9日丨延續近期強勢,港交所(0388.HK)今日盤中再度漲超5%至382.4港元,股價創去年6月底以來新高;港交所自去年11月低點以來至今累漲超80%。興業證券全球首席策略分析師張憶東近日發表報吿指,自去年11月以來,在經歷了過去兩年最冷的寒冬後,港股流動性以及風險偏好改善明顯,港股的春天再次降臨。張憶東形容,資金面“風水輪流轉,今年到港股”,基本面是“病樹前頭萬木春”。張憶東指,今年首季度美債長端利率有望見頂,並震盪回落,人民幣匯率或維持強勢,隨中國重啟和經濟復甦的信號不斷加強,這將有利於中國資產,特別是港股對全球資金的吸引力。

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