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南向资金8月狂买1121亿港元!机构齐呼港股金九行情可期_蜘蛛资讯网

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股短期受流动性因素影响表现相对落后,但长期结构性优势依然显著。该机构认为,在流动性和情绪主导的市场环境下,投资者可关注海外需求链条带来的配置机会,这一分析为投资者提供了差异化布局思路。  流动性环境改善成为机构看好的重要支撑。招商证券表示,近期Hibor利率快速上行后逐步稳定,叠加美联储主席鲍威尔表态转向鸽派,内外流动性环境均出现边际改善。该机构认为,流动性预期的好转足以支撑港股阶段性补涨行情。 

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