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瑞信:明年看好中國科技股 監管壓力無阻增長勢頭
阿思達克 11-26 15:44
瑞信發表報告指,明年中國股市及債市的高增長及具吸引力的估值將為投資者帶來更多機遇,而科技行業是其中一個較為看好的板塊。

瑞信預計今年中國經濟增長2.2%,而到明年將顯著加快至7.1%,當中科技行業是中國市場主要增長領域之一,因中國科技公司正在逐步取代零售、醫療保健及教育等線下領域的市場份額,而且這種趨勢還將繼續下去,意味著中國經濟的強勁增長將會一同帶動科技行業的發展。

本月初中國當局起草一系列新的反壟斷法,有可能是針對互聯網公司。不過瑞信認為相關措施合理,即使中國科技行業面臨著一定的監管壓力,但不太可能真正改變中國大型科技公司的長期增長勢頭,整體前景仍然樂觀。

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