中信建投:港股正迎来一个不容忽视的岁末交易窗口
Xin Lang Cai Jing·2025-12-19 00:45

Core Viewpoint - The report from CITIC Securities suggests that after a one-sided rise in September, the Hong Kong stock market has experienced a period of adjustment in October due to fluctuating overseas macro expectations. [1] Group 1 - The current A-H market is undergoing a mid-term adjustment, with some quality assets in the Hong Kong market entering a high cost-performance ratio zone. [1] - There is a continuous allocation from northbound capital, a recovery in profit expectations, and an improvement in the macro environment at home and abroad towards the end of the year. [1] - The Hong Kong stock market is entering a significant year-end trading window that should not be overlooked. [1]