瑞銀李智穎:股市仍有波動 內地防疫措施需時放寬
瑞銀財富管理投資總監辦公室大中華區股票主管李智穎在論壇後表示,目前港股已反映很多市場的負面消息,理解中央在防疫上保持清零,政策需要時間慢慢放寬,認為要給予更多耐性等待正面消息。她表示,市場存在不確定因素,股市仍有波動。
她指,如果中央防疫正常化,將對消費股及互聯網公司有支持。另外,內地積極留意碳排放,中長線來看,涉及再生能源、電能車及其供應鏈均較吸引。
至於內房股,她指出,部分公司財務出現問題,需要財務重組,而中央支持財務健康的公司進行併購,亦有措施提高人們的買樓意欲。她相信,因應今年的低基數,加上市場調整已到尾段,認為最危險的時間已屆尾聲。
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