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2022困境反轉?恆生科技指數拉昇漲超1%,美團漲近4%
格隆匯12月21日丨恆生科技指數漲超1%,其中,金蝶國際漲超7%領漲,聯想集團漲超5%,小米漲超4%,美團漲近4%,騰訊漲近2%,阿里巴巴目前仍跌超1%。
平安證券認為,展望2022年,在港股“大牛難覓,小牛可期”的大勢研判基礎上,港股投資應當更多關注結構性機會,把握長期能夠獲得的高勝率機會,並在時機恰當的時候搏取高賠率機會。把握的高勝率機會在於基建投資的回暖與消費領域的提價與高黏性主線;而高賠率機會則在於互聯網板塊的困境反轉。
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