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交銀國際:A股及港股有長期投資價值 推薦阿里、舜宇及中生製藥等11股
阿思達克 06-16 14:52
交銀國際發表今年下半年投資展望,指A股和港股都有長期投資價值,並認為上證與標普500指數的相對表現達到一個拐點,預示未來上證的相對回報會更好。

該行提到,今年3月之後,中國股市的表現遠遠好於美國,維持去年11月對上證未來十二個月2,700點至3,200點交易區間的預測。而在3月的暴跌中,恆指也觸及了當前周期的低點,且此低點不太可能被突破。 雖然A股和港股也可能會受到美國成長股泡沫破滅的影響,但即便是有影響,該行相信價值投資者亦不會拒絕更好的價格。

交銀國際於今年下半年首推買入11股,包括阿里巴巴(09988.HK)、舜宇光學(02382.HK)、中國生物製藥(01177.HK)、麗珠醫藥(01513.HK)、寶勝國際(03813.HK)、滔搏國際(06110.HK)、招商銀行(03968.HK)、中國平安(02318.HK)、世茂房地產(00813.HK)、新奧能源(02688.HK),及永達汽車(03669.HK)。(ek/k) ~

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