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交银国际:A股及港股有长期投资价值 推荐阿里、舜宇及中生制药等11股
阿思达克 06-16 14:52
交银国际发表今年下半年投资展望,指A股和港股都有长期投资价值,并认为上证与标普500指数的相对表现达到一个拐点,预示未来上证的相对回报会更好。

该行提到,今年3月之後,中国股市的表现远远好於美国,维持去年11月对上证未来十二个月2,700点至3,200点交易区间的预测。而在3月的暴跌中,恒指也触及了当前周期的低点,且此低点不太可能被突破。 虽然A股和港股也可能会受到美国成长股泡沫破灭的影响,但即便是有影响,该行相信价值投资者亦不会拒绝更好的价格。

交银国际於今年下半年首推买入11股,包括阿里巴巴(09988.HK)、舜宇光学(02382.HK)、中国生物制药(01177.HK)、丽珠医药(01513.HK)、宝胜国际(03813.HK)、滔搏国际(06110.HK)、招商银行(03968.HK)、中国平安(02318.HK)、世茂房地产(00813.HK)、新奥能源(02688.HK),及永达汽车(03669.HK)。(ek/k) ~

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