EPISODE · Mar 31, 2026 · 4 MIN
兴证策略：港股何时见底？
from 深度
兴证策略张启尧团队认为，港股短期受地缘冲突影响将“跟随式”波动，但悲观预期已充分定价。中期美伊冲突或降级，市场对流动性紧缩定价或过度，恐慌性抛售将是超跌反弹契机。最优策略是“静观其变”，趋势上涨需等待反内卷信号、大模型催化及基本面数据验证等五大信号。
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兴证策略：港股何时见底？
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