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高盛：H股軟件股或改善 下半年仍維持超配A股

Future Wealths
Future Wealths
13 7 月, 2026
One Min Read
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彭博報道，高盛稱，該行模型顯示H股軟件股的表現可能在未來幾個月趨於改善，並有望在基本面、估值及流動性等多個維度上縮小與A股硬科技板塊之間的差距。

原文: https://finance.mingpao.com/fin/instantf/20260713/1783910224964/%E9%AB%98%E7%9B%9B-h%E8%82%A1%E8%BB%9F%E4%BB%B6%E8%82%A1%E6%88%96%E6%94%B9%E5%96%84-%E4%B8%8B%E5%8D%8A%E5%B9%B4%E4%BB%8D%E7%B6%AD%E6%8C%81%E8%B6%85%E9%85%8Da%E8%82%A1%22%20target=%22blank

Last Update: 13 7 月, 2026

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