华泰证券：港股短期关注创新药与高股息
2026-07-06 01:24:35
据界面新闻报道，华泰证券研报称，港股短期建议关注沽空压力较重、盈利预期边际企稳或改善的超跌品种（创新药、电力公用事业等）及高股息防御（银行）。研报认为创新药基本面继续向上，短期空头回补有望延续，建议关注业绩指引积极的CXO及BD潜力大的龙头；AI硬件链短期进一步增配性价比不高，关键窗口在7月美股财报季，建议按浮盈程度调整配置敞口；AI软件更多是模型领先个股的Alpha机会。
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