《大行报告》法巴:ATM+主题续跑赢大市 料9月有科技及消费股纳入国指
法巴发表报告指,腾讯(00700.HK)、阿里(09988.HK)、小米(01810.HK)等该行关注的一篮子科技股年初至今上升28.9%,表现远胜过同期升2.1%的MSCI中国指数及下跌10.7%的国指,认为虽然环球经济增长相对疲弱,但疫情推动消费模式加速转型,科技企业将可从中受惠。
在网易(09999.HK)及京东(09618.HK)近期来港第二上市,法巴将关注的科技股组合扩大至10家,指出市场憧憬阿里巴巴被纳入港股通的名单,以及第二上市热潮带动下,北水流入不断增加。法巴指出,网易及京东在港挂牌後成交活跃,反映有大量投资者不满足於投资中概股的ADR,预期该10只科技股占今年交易量约35%。
该行又指,过去几年中美紧张局势加剧及缺乏新经济股敞口,国指持续受压,预期9月或有科技及消费股可获纳入国指,令国企指数可能在第四季度跑赢大市。
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