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瑞信:明年看好中国科技股 监管压力无阻增长势头
阿思达克 11-26 15:44
瑞信发表报告指,明年中国股市及债市的高增长及具吸引力的估值将为投资者带来更多机遇,而科技行业是其中一个较为看好的板块。

瑞信预计今年中国经济增长2.2%,而到明年将显着加快至7.1%,当中科技行业是中国市场主要增长领域之一,因中国科技公司正在逐步取代零售、医疗保健及教育等线下领域的市场份额,而且这种趋势还将继续下去,意味着中国经济的强劲增长将会一同带动科技行业的发展。

本月初中国当局起草一系列新的反垄断法,有可能是针对互联网公司。不过瑞信认为相关措施合理,即使中国科技行业面临着一定的监管压力,但不太可能真正改变中国大型科技公司的长期增长势头,整体前景仍然乐观。

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