惠理謝清海稱中港股市呈獲利回吐屬合理 今年仍看好中國相關股票
惠理集團(00806.HK)聯席主席兼聯席首席投資總監謝清海表示,中港股市今日(28日)跟隨美股下挫,相信原因之一是投資者憂慮人民銀行不再主動推出經濟刺激措施,改為採取更中性政策,以維持金融系統穩定及防範泡沫。他指中港股市近日持續上升,出現獲利回吐亦屬自然及合理,認為市場對政策走向過度憂慮,仍然看好中國相關股票今年的表現。
謝清海提到,目前美股估值較貴,相當於市盈率約22倍,港股及A股則分別約為13倍及16倍,估值仍然吸引。而人民幣近月持續升值,料會吸引更多外資進入中國市場尋找高收益,人行為避免人民幣過快升值,或會採取更嚴格外匯控制措施,令更多國內資金選舉南下投資港股。此外,他稱目前A/H股雙重上市企業中,平均A股較H股溢價36%,北水仍有強大力量流入投資較便宜的港股。
惠理另一聯席主席兼聯席首席投資總監蘇俊祺則指,目前中國經濟基本面遠較環球其他地區強勁,且外資投資僅佔5%,增長空間龐大,因此維持看好中國股市,板塊方面看好科技、電商、醫療保健、消費升級及教育,旗下基金在有關行業已作大量投資。
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