You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
瑞銀:電腦板塊最有望受益於市場情緒改善
阿思達克 02-07 11:15
瑞銀證券中國股票策略分析師孟磊表示,該行將「國家安全背景下的自主可控」列為今年A股投資市場主題之一,並認為A股市場將今年錄得15%的盈利增長與估值回升。 孟磊表示,隨著投資者風險偏好的提升,具有較高beta的成長風格可能會跑贏市場,並在市場反彈的過程中進一步擴大跑贏的幅度。在成長風格中,A股傳媒影視板塊從新冠疫情和先前的監管中恢復仍需時間,而電子板塊的海外收入敞口較高且受制於全球半導體下行週期。因此,與數位經濟密切相關的電腦板塊最有望受益於市場情緒的改善。 另外,監管對於平台經濟態度也近期轉向積極,去年中央經濟工作會議重點提出中國未來的經濟發展要促進並實現「數實融合」,這將打消部分投資者在政策層面的顧慮。(ca/u) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account