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法興:今年輪證成交額或微升 佔大市成交比例11%
法興證券上市產品銷售部亞太區董事蔡秀虹表示,2022年窩輪總成交額按年跌27%至19,300億元,日均成交額則跌26.7%至78.5億元,牛熊證總成交按年跌11.5%至19,247億元,日均成交額按年跌11.1%至78.2億元;而牛熊證成交佔比反彈,與窩輪佔比相同,達6.3%。 她表示,去年輪證市場焦點於部署恆指,恆指窩輪成交佔整體由2021年23.5%升至去年30.5%,恆指牛熊證成交佔整體則由84.4%升至86.6%;由去年9月至12月期間,按整體輪證市場計算,新上市美股指數窩輪共有313隻,而牛熊證有68隻。 法興證券上市產品銷售部亞太區董事周翰宏預期,輪證今年成交額輕微上升,佔大市成交比例11%,並預計窩輪市場上半年波幅收窄,主要是市場憧憬利率周期於上半年結束,而納指未有反彈表現,加上市場預料高通脹維持一段時間,令市場資金暫未有共識;至於下半年則不會有特別增加。 在港股方面,他建議投資者上半年可留意以ATM為首的平台新經濟股,例如騰訊(00700.HK)、阿里-SW(09988.HK)、美團-W(03690.HK),而消費、旅遊相關股方面則看好國泰(00293.HK)、攜程-S(09961.HK)、九毛九(09922.HK)、銀娛(00027.HK)以及金沙中國(01928.HK),另外則看好本港地產股、保險股、納斯達克100指數。 他預料,中國今年全年GDP增長達5.3%,由早前預測的4.8%再上調,主要是復甦速度較預期快,預計會帶動中國境內、以至全球整體經濟。
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