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高盛、摩根大通之後,花旗將中國股票升爲超配

花旗認爲,中國股票目前估值相對有吸引力,並且在全球貨幣政策收緊之時,中國政策偏向寬鬆。

在歐美衰退陰雲集聚下,華爾街大行紛紛將目光投向中國,花旗成爲最新一家看好中國的機構。

近日,花旗銀行策略師Robert Buckland等在報告中稱,將中國股票升爲超配,因爲目前估值相對有吸引力,並且在全球貨幣政策收緊之時,中國政策偏向寬鬆。報告稱,雖然疫情風險仍然帶來擔憂,重開放和政策支持可能會讓中國市場走勢更獨特。

花旗對未來12個月亞洲整體前景持樂觀態度,MSCI亞洲(日本除外)指數有望獲得雙位數上漲,因相對於其它主要經濟體,亞洲市場的估值合理,通脹壓力溫和且經濟將受益於重新開放。

近來,華爾街大行頻頻唱多中國。

摩根大通認爲,中國爲全球股市提供了一個“安全避風港”。上個月底,摩根大通亞洲股票策略師 Mixo Das 在接受媒體採訪時表示:

如果投資者關注所有市場的挑戰,中國確實是一個脫穎而出的地方,它提供了抵禦其中許多風險的彈性或安全避風港。目前,中國是最值得買入的市場。

細分板塊中,摩根大通偏好優質增長股,並認爲中國股票中最受歡迎的是與互聯網、綠色生態系統和醫療保健相關的股票。

高盛稍早前也表示,對中國股票持有建設性觀點,因爲中國的政策相較於全球存在積極放鬆的勢頭。高盛認爲,隨着監管以及海外上市和資本融資方面的政策更加清晰,中國互聯網股票將得以進一步重估並縮小公允價值和現有估值的差距。

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