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策略年度策略：峰回路转，春水东流-20231107-华泰证券

2023 年港股年度策略——峰回路转，春水东流今年分母端压力拖累港股 vs 美股相对表现、而分子端差异使港股跑输其他新兴市场。展望明年，紧缩交易的边际缓和、港股分子端的渐进改善，或为港股 vs 其他主要权益市场的相对估值修复注入积极因素。基准情形下，预计 2024 年港股 EPS增速为 7-8%，全年盈利增速呈现倒 U性，年底恒指合理 PETTM 约 9.3x，年底恒生 AH 溢价回落至 140

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