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惠理基金料中國今年內部經濟增長目標約3%
阿思達克 05-19 17:06
惠理基金高級基金經理余辰俊在記者會上表示,兩會即將在本周召開,雖然市場預期中國政府今年不會公布經濟增長目標,但他估計內部會將增長目標定於3%左右,經濟支持政策亦會較多,預期刺激率約佔GDP的3%,刺激政策或包括發行抗疫國債、投資新基建等,亦不排除會進一步減息降準,及對「十四.五」規劃有新展述。

他認為,中國政府會根據經濟的實際情況動態調整政策,而中國經濟雖然沒有預期般差,但仍存在壓力,估計經濟可能在低位徘徊一段時間後才出現真正復甦,預期由今年下半年開始四個季度,經濟表現會有較良好增長。

他提到,美股經過早前的下挫後已大幅回升,相對而言中港股市的估值更為吸引,其中港股雖然受外圍影響更多,美國大選前的中美相關消息或會對市場情緒有影響,但料港股再大跌機會不大。

另外,對於美國納斯達克據報擬收緊上市規則,限制中國企業上市,他指由於港交所近年對新股上市更加開放,相較美國市場,香港可能更為方便,因此認為對香港而言屬好事,可吸引更多優質企業來港上市。

余辰俊又稱,中國經濟轉型提供了相關投資機遇,互聯網經濟、新能源汽車、5G新時代、製造業升級及醫療健康等投資主題值得關注。而大金融類股份包括銀行、保險及券商較為看淡、主因經濟受壓或令銀行壞賬增加,而利率低企亦使險資難尋良好投資。(ek/u) ~

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