中信证券：2023年港股业绩有望强劲反弹

中国地震台网正式测定：04月19日08时22分在内蒙古阿拉善盟阿拉善左旗（北纬40.77度，东经105.44度）发生3.3级地震，震源深度10千米。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/408/w690h518/20230419/ffcc-f1ac6ff649f6ee926cb7e8eb226c200a.jpg"]},"commentid":"live:finance-152-3075579:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-04-19 08:28:50","update_time":"2023-04-19 08:29:25","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"内蒙古"}","old_live_cid":"0","tab":"","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3075577,"zhibo_id":152,"type":0,"rich_text":"【中信证券：2023年港股业绩有望强劲反弹】 中信证券研报指出，港股上市公司的2022年年报披露已基本结束，经调整，我们统计了恒生综指中492家上市公司的财报。2022年的海外风险事件和国内疫情导致恒生综指2022年净利润同比下降1.8%，但营收仍上升5.1%。预计恒生综指2023年净利润与营业收入增速分别达20.7%与8.2%。从2023年业绩预测修正维度来看，年初至今，制药与生物科技以及房地产板块盈利预测大幅上调，而银行、零售业、汽车与零部件、半导体与生产设备等全年盈利增速预测均有不同程度的下修。从近一个月年报季的时间段来看，港股2023全年业绩预测的上修主要主要受居民出行及消费复苏利好的相关行业推动。