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消費數據強勁,看多中國股市走牛還有下半場?
uSMART盈立智投 01-30 14:03

在爲期一週的農曆新年假期結束後,隨着消費反彈增強了人們對經濟前景正在改善的樂觀情緒,中國基準股指滬深300指數將進入牛市。

週一早盤,滬深300指數上漲2.1%,較10月份的低點上漲逾20%。消費模式顯示,春節期間遊客蜂擁至中國的旅遊景點,票房收入上升,酒店、賓館和旅遊景點的預訂量超過2019年同期。

一系列積極的數據爲中國股市進一步上漲奠定了基礎,延續了去年年底疫情防控措施取消和中國政府政策轉向之後的強勁反彈。花旗集團分析師表示,他們對今年中國經濟增長的預期可能會被上調,原因是被壓抑的需求推動中國經濟早於預期復甦。而傑富瑞預計節後盈利預期會上調。 

Forsyth Barr亞洲有限公司的高級分析師Willer Chen表示,“中國內地市場正在追趕香港和美國市場在春節期間的表現,”“市場對假期數據非常興奮,”他補充說,細節仍然顯示出喜憂參半的局面,當天股市可能走低。

高盛集團策略師 Kinger Lau 在一份報告中寫道,市場季節性表明 A 股在農曆新年後表現強勁,在過去十年中之後的一週平均上漲 2%,上漲的可能性爲70%。

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