美銀證券:內地復甦步伐或較預期快 偏好消費、運輸及醫保等板塊
美銀證券大中華區首席金融分析師吳旖表示,邊境重開仍是今年內地經濟的主要推動力,其復甦步伐或較預期快,偏好消費、運輸、以及醫保等板塊,並預計刺激經濟為主的貨幣政策將會有限。
美國銀行大中華區消費研究主管羅辰表示,剛過去新年期間,內地消費表現較預期好,主要受低線城市、北部地區、服務及高端行業等推動。他表示,隨著就業前景持續改善、消費者信心復甦,將取決於內地經濟復甦進展,料最快年內會發生,相信6月將會是關鍵時段。
美國銀行大中華區房地產研究主管蔡崇嘉表示,對內房前景的看法持審慎態度,預計內房盈利增長仍受壓,錄得約10%的跌幅,料最快2024年才有所復甦。
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