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花旗黃(柏)寧:中概股回歸料帶動資金來港 投資者可審視持股部署「換馬」
阿思達克 01-04 12:03
花旗銀行投資策略及環球財富策劃部主管黃(柏)寧出席網上發布會時指,不認為拜登當選美國總統後中美關係會全面緩和,因為他亦面對政治壓力,不過中美外交關係會較明確,可預見性將更大。

針對紐交所將安排中國移動(00941.HK)、中國聯通(00762.HK)及中國電信(00728.HK)ADR除牌,他認為去年開始已出現了中概股回歸的概念,不過中美之間的談判仍要視乎未來狀況,相信雙方難輕易達成共識,而他指出去年起陸續有企業回歸港股市場,亦有助帶動資金來港。

至於內地收緊對科網企業方面的監管,他認為在推動科網企業創新的同時內地亦希望可保障民眾,很多投資者初期認為監管會為市場帶來震盪,但其實如無適當監管對內地經濟發展亦不理想。

在新一年選股部署方面,他認為可留意經濟重啟概念,建議投資者可重新審視自己的持倉,如過份集中於科網股或估值已較高的股份,可考慮部署部分「換馬」,一方面未至於錯失日後科網股的升勢,另一方面亦可捕捉經濟重啟的步伐,強調投資者需清晰投資目的以及利好因素是否已反映。(el/a) ~

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