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法興料今年輪證市場成交額按年微升 個股續以科技股為主
阿思達克 01-13 12:45
法興上市產品銷售部董事周翰宏表示,預期今年輪證市場成交額將較去年微升,總成交佔比維持在約15%,恆指輪證成交佔比持續下跌,但預期個股亦以科技股為主,不過不會再單單圍繞阿里(09988.HK)、騰訊(00700.HK)、美團(03690.HK)、小米(01810.HK),特別是在未來更多中概科技股回歸。

他建議可以留意多個板塊,包括A股相關金融類,如中國平安(02318.HK)、國壽(02628.HK)、太保(02601.HK)、中信証券(06030.HK)、中金(03908.HK)、南方A50(02822.HK)、滬深300;5G生態圈,如騰訊、阿里、小米、鐵塔(00788.HK)、吉利(00175.HK);綠色能源相關股,如比亞迪(01211.HK)、信義光能(00968.HK)、洛鉬(03993.HK);中概回歸股,如百度(BIDU.US)、B站(BIBI.US)、愛奇藝(IQ.US)、攜程(TCOM.US)、港交所(00388.HK)。

法興上市產品銷售部亞太區主管陳其志指,美國制裁對發行人方面不會有影響,該行昨日仍有推出中移動(00941.HK)和中海油(00883.HK)的新產品,但投資者需留意制裁問題會影響正股股價波動,導致引伸波幅變化。

該行環球股票產品副總裁蔡秀虹指,去年牛熊證成交額和佔比超越窩輪,相信是因市場較傾向高槓桿產品,所以預期未來牛熊證的交投會續創新高。

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