位置：中游情绪：中性参考度：1/10
自美联储9月降息落地，港股呈现短线冲高回落态势，连续放量且波动加剧，这一走势引发众多机构热议。
招商证券国际在9月18日报告中分析，降息“靴子落地”后，反弹冲高的部分资金或获利了结。但需注意，外资对包括港股在内的中国资产配置仍处于低配，降息后增配空间较大。同时，港股处于全球估值洼地，加之中国“新经济”资产的盈利支撑，从中长期看，港股上行值得期待。该机构指出，降息致使美国与新兴市场利差收窄，美元走弱，可能推动国际资本流入中国Hong Kong等新兴市场。相比内地，中国Hong Kong无资本账户管制，在本轮降息中受益更为直接。
中国银河证券研究认为，美联储降息后，在港元利率下行与外资回流ŏ..
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