法兴料今年轮证市场成交额按年微升 个股续以科技股为主
法兴上市产品销售部董事周翰宏表示,预期今年轮证市场成交额将较去年微升,总成交占比维持在约15%,恒指轮证成交占比持续下跌,但预期个股亦以科技股为主,不过不会再单单围绕阿里(09988.HK)、腾讯(00700.HK)、美团(03690.HK)、小米(01810.HK),特别是在未来更多中概科技股回归。
他建议可以留意多个板块,包括A股相关金融类,如中国平安(02318.HK)、国寿(02628.HK)、太保(02601.HK)、中信证券(06030.HK)、中金(03908.HK)、南方A50(02822.HK)、沪深300;5G生态圈,如腾讯、阿里、小米、铁塔(00788.HK)、吉利(00175.HK);绿色能源相关股,如比亚迪(01211.HK)、信义光能(00968.HK)、洛钼(03993.HK);中概回归股,如百度(BIDU.US)、B站(BIBI.US)、爱奇艺(IQ.US)、携程(TCOM.US)、港交所(00388.HK)。
法兴上市产品销售部亚太区主管陈其志指,美国制裁对发行人方面不会有影响,该行昨日仍有推出中移动(00941.HK)和中海油(00883.HK)的新产品,但投资者需留意制裁问题会影响正股股价波动,导致引伸波幅变化。
该行环球股票产品副总裁蔡秀虹指,去年牛熊证成交额和占比超越窝轮,相信是因市场较倾向高杠杆产品,所以预期未来牛熊证的交投会续创新高。
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