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国信海外:静待港股市场重新找回节奏

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国信证券发布港股策略报告称,本周恒生指数虽然在点位上虽然如预期触及16500点,但是时间维度上较预期的更为胶着。国信证券本来认为恒生指数触及16500-16600的时间窗口会出现在周一和周二,但实际上恒生指数在周五仍收于16500点,打破了此前的节奏。因此,建议投资者在港股大盘层面暂作观望,等待港股重新形成节奏。重点考虑的可能性有两个:一是恒指重拾涨势并向上突破16800点的可能性,如果这种情况发生,则需要考虑跟进;二是恒指向下突破16000点的可能性,如果发生,则需要从长计议。眼下,在中观选择上,应以守势应对。建议关注高速公路、公用事业、海外/出海公司、电信运营商、传统医药。建议重点关注的指数标的是恒生公用事业和恒生高股息。


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