惠理谢清海称中港股市呈获利回吐属合理 今年仍看好中国相关股票
惠理集团(00806.HK)联席主席兼联席首席投资总监谢清海表示,中港股市今日(28日)跟随美股下挫,相信原因之一是投资者忧虑人民银行不再主动推出经济刺激措施,改为采取更中性政策,以维持金融系统稳定及防范泡沫。他指中港股市近日持续上升,出现获利回吐亦属自然及合理,认为市场对政策走向过度忧虑,仍然看好中国相关股票今年的表现。
谢清海提到,目前美股估值较贵,相当於市盈率约22倍,港股及A股则分别约为13倍及16倍,估值仍然吸引。而人民币近月持续升值,料会吸引更多外资进入中国市场寻找高收益,人行为避免人民币过快升值,或会采取更严格外汇控制措施,令更多国内资金选举南下投资港股。此外,他称目前A/H股双重上市企业中,平均A股较H股溢价36%,北水仍有强大力量流入投资较便宜的港股。
惠理另一联席主席兼联席首席投资总监苏俊祺则指,目前中国经济基本面远较环球其他地区强劲,且外资投资仅占5%,增长空间庞大,因此维持看好中国股市,板块方面看好科技、电商、医疗保健、消费升级及教育,旗下基金在有关行业已作大量投资。
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