瑞銀料明年MSCI中國指數將攀升13%
瑞銀中國股票策略研究主管王宗豪預計,明年MSCI中國指數將攀升13%,每股盈利增長9%,同時得益於互聯網板塊的監管擔憂減弱,市盈率小幅上揚。王宗豪認爲,經濟下行壓力以及鼓勵研發投資的必要,可能會使明年施加給互聯網行業的監管措施有限,建議超配互聯網、食品飲料和家電,低配銀行和基礎材料。
王宗豪指,在疫苗接種率升高、全球經濟開放的情況下,預計有一些影響了原材料和運輸成本的供給限制將在明年消散,同時有些已經開始漲價的行業在明年將開始推高CPI,隨着CPI趕上PPI,普遍而言有利於企業的盈利能力,尤其對於那些定價自主或定價力強於其他行業的下遊行業,例如食品飲料。
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