瑞銀:中長線看好港股
瑞銀亞洲股票資本市場部聯席主管張倩嘉表示,中長線看好港股,特別是新能源及ESG板塊,料明年初港股相對疲軟,期望第二季之後好轉,並指中美關係趨緊張,將令更多企業考慮在港上市。
對於有指香港SPAC條件較美國嚴謹,張倩嘉指,監管部門經過諮詢不同市場持分者後,料框架出臺時會有適量寬鬆。
另外,瑞銀中國債務資本市場部主管王然表示,明年首季會是內地債券到期的小高峯,但近期中央經濟工作會議確定保持房地產市場健康發展,加上人行降準和銀行加速發放貸款等,支持內房企業資金回籠,料在政策支持和企業營運逐漸改善下,能助內房行業基本面恢復至平穩狀態。
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