港股延续硬核资产占优，石油石化、有色金属涨幅居前——国泰海通香江策论之每日一图

2.25报告《美伊战云投射国际秩序重构，战略资源迎来反转式价值重估》对战争形势和硬核资产的判断：持续性深度空中打击+短期斩首式行动；中东地缘政治的影响或将进入短期极值，百年未有之大变局、国际秩序的重构则更加深入人心，黄金、航天军工、有色甚至原油等战略资源的价值重估将是大势所趋。

港股细分行业今日表现

Source: Wind, HTI

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