聚焦中国策略:马到功成,持股过节-260208-海通国际。We believe the market has overreacted to the rumor, and these stocks are suitable for accumulation on dips.Trading Volume more than halved YoY: We expect continued 1Q26 downward earnings revision for crypto exchanges and brokers, in addition to 4Q25 earnings miss.
聚焦中国策略:马到功成,持股过节-260208-海通国际。We believe the market has overreacted to the rumor, and these stocks are suitable for accumulation on dips.Trading Volume more than halved YoY: We expect continued 1Q26 downward earnings revision for crypto exchanges and brokers, in addition to 4Q25 earnings miss.
聚焦中国策略:马到功成,持股过节-260208-海通国际。We believe the market has overreacted to the rumor, and these stocks are suitable for accumulation on dips.Trading Volume more than halved YoY: We expect continued 1Q26 downward earnings revision for crypto exchanges and brokers, in addition to 4Q25 earnings miss.核心数据:港股表现最差的重要指数恒科指数周度跌幅约 6.5%,周四周五也明显缩量企稳;港股整体卖空成交占比约 19%,其中恒生科技指数卖空成交占比快速回升至 21%;美元指数延续反弹至 97.6,周内上涨 0.5%。
覆盖 2026 年,全文共 16 页。
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