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中國銀河:AI應用加速落地 港股結構性行情可期
中國銀河證券表示,短期內,隨着AI應用場景逐漸落地,投資者情緒較爲樂觀。中長期看,港股行情仍取決於基本面情況。隨着新質生產力發展和國內促消費政策實施,港股公司盈利預計穩中有增。總體上,展望未來,港股預計震盪上行。配置方面,第一,科技板塊依然具備較高投資機會。特朗普當選後,科技方面中國國內自主可控邏輯的重要性提升。第二,在國內擴內需、穩消費等政策刺激下,港股消費股業績有望大幅改善。第三,在海外不確定因素擾動下,港股高股息策略仍具備吸引力,尤其是積極進行市值管理的央企高股息標的。
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