瑞信对明年港股看法维持正面 美国中概股审计法案非大问题
瑞信中国股票策略主管黄翔在明年亚太区股票市场策略网上会议上表示,对明年香港股市看法维持正面,认为港股估值仍然便宜,且可受惠於中资股持续来港上市、北水流入,及疫苗快将面世後投资取向由增长股转向价值股,相信港股明年表现仍然具韧性,该行正在制定恒指明年目标。
对於美国众议院通过中概股须遵守当地审计法案,若三年内不通过需要退市,黄翔认为并不是大问题,指有关新闻於今年5月开始传出,当时市场亦只有少许波动,该行亦曾发表报告提到中概股可有数个选项。半年过後,已有数只中概股在香港及内地第二上市,相信是次法案通过对第二市场等不会有大影响。
另外,瑞信亚太区股票策略联席主管Dan Fineman称亚太区内出口已从疫情中明显恢复,区内股市估值亦较环球市场便宜,因此看好明年区内投资回报前景。该行明年最看好韩国股市,其次为香港,紧随为新加坡、泰国及中国,五地评级均为「增持」。行业方面则看好房地产、软件及服务、能源、银行及科技硬件等,其中估计明年智能手机出货可增长9%。他指香港市场最喜好房地产行业,因息率维持低企、政策风险较低且相关股份估值便宜。
Dan Fineman又提到,并不预期美国总统当选人拜登上场後会取消对中国的制裁及关税,但料新政府透明度及可预计度提高,有助企业制定业务计划及改善营商环境。
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