$沛然环保(0832_老虎社区_美港股上老虎

莫莫亮
2025-12-26

$沛然环保(08320)$ 美联储降息预期下全球流动性宽松，历史经验表明港股小盘股在宽松周期初期表现活跃。沛然环保绿色建筑认证收入占比超60%，业务受国内“双碳”政策刚性驱动，与传统周期股相关性低，若资金从高估值科技股溢出，这类标的可能成为差异化配置选择。

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