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瑞銀：對H股樂觀 股價催化劑靠「反內捲」

Future Wealths
Future Wealths
23 7 月, 2025
One Min Read
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瑞銀投資銀行研究部表示，隨著南向投資者對香港股票的配置比例增加到香港自由流通股的 21%，重新評估了香港股票市場投資框架，維持對H股和中國整體股市的樂觀看法， 股價催化劑則靠「反內捲」及創新，並繼續認為杠鈴策略是最合適的行業配置方式。

原文: https://finance.mingpao.com/fin/instantf/20250723/1753247974267/%E7%91%9E%E9%8A%80-%E5%B0%8Dh%E8%82%A1%E6%A8%82%E8%A7%80-%E8%82%A1%E5%83%B9%E5%82%AC%E5%8C%96%E5%8A%91%E9%9D%A0%E3%80%8C%E5%8F%8D%E5%85%A7%E6%8D%B2%E3%80%8D%22%20target=%22blank

Last Update: 23 7 月, 2025

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