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美聯儲降息預期下,港股哪些板塊有望受益?

近日,港股市場表現活躍,恒生指數上摸1萬8點,恆生科技指數連日走強。港股科網股、醫藥股、黃金股市場關注度增加。7月12日,$E-commerce & Internet Services (LIST1058.HK)$漲近3%,$Biotechnology (LIST22911.HK)$ Show More
近日,港股市場表現活躍,恒生指數上摸1萬8點,恆生科技指數連日走強。港股科網股、醫藥股、黃金股市場關注度增加。7月12日,$E-commerce & Internet Services (LIST1058.HK)$漲近3%,$Biotechnology (LIST22911.HK)$漲2.47%,$Gold & Precious Metals (LIST1084.HK)$跌1.25%。國泰君安認為,隨著美聯儲降息周期啟動,港股市場上漲空間進一步打開,海外利率水準下行是趨勢,港股將震蕩向上,科技股占優。中金公司分析認為,黃金在歷次降息週期中具有較高的漲幅和上漲概率。你認為隨著美聯儲降息預期升溫,港股市場有何投資機會?哪些板塊可重點關注?
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