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中金:疫情并未根本改变A股及港股市场中期向好的趋势
格隆汇 02-12 15:56

中金发表报告指,市场对内地新型冠状病毒肺炎疫情演绎反应可能已经进入第三阶段。该行表示,最近几日新增确诊案例数量虽然有所反覆,但整体逐步稳定、略带下行趋势,可能表明前期採取的防控措施在逐步见效。对应地,在基准情形之下,该行认为市场也可能从较为紧张的第二阶段进入疫情继续演绎但市场不再创新低、甚至有所反弹直至疫情结束的第三阶段。

中金认为,市场的关注重点一方面仍是疫情后续的演绎,另一方面是疫情对各领域实际的影响及各行业的复工情况。该行就疫情的影响及复工节奏调查了覆盖的37个行业组,除了少数受疫情影响较直接的行业如旅游等可能继续几乎处于歇业状态外,大部分行业在2月10日左右在不同程度的复工,但复工程度受到人力、物资供应、物流等方面的影响。当前疫情新增确诊案例呈现稳定或下降趋势,疫情对市场情绪影响最大的时期可能在逐步过去。疫情可能只影响短期市场节奏,并未根本改变A股及港股市场中期向好的趋势。

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