港股:岁末迎交易窗口,部分资产重入高性价比区间
Sou Hu Cai Jing·2025-12-19 01:52

Core Viewpoint - The Hong Kong stock market is entering a year-end trading window, with quality assets becoming more cost-effective after a mid-term adjustment in both Hong Kong and A-share markets [1] Group 1: Market Performance - After a unilateral rise in September, the Hong Kong stock market has experienced fluctuations and adjustments since October due to varying overseas macro expectations [1] - The current market conditions indicate that some high-quality assets in the Hong Kong stock market have re-entered a high cost-performance zone [1] Group 2: Influencing Factors - The sustained allocation of capital from the north, the recovery of profit expectations, and the improvement of the macro environment both domestically and internationally are contributing to the favorable conditions for the Hong Kong stock market [1]