晨星次季續看好對經濟敏感股票
晨星發表第二季亞洲股市展望,指繼續看好對經濟敏感的股票,主要包括消費周期性行業、通訊服務和科技行業。
晨星指,鋰價預測存在下行風險,但相信已經反映鋰公司股價中,並指近期的利好消息可能會滯後,隨著新車型的推出,電動汽車製造商在銷量恢復的情況下應該會有更好的短期上漲空間。另外,會選擇性地看好房地產板塊股票。
晨星提到,晨星亞洲指數首季上升4.6%,但仍比一年前的水平下降6.9%。該行認為油價或會保持堅挺,但預計仍將低於去年平均水平,料今年布蘭特原油平均每桶82.68美元,低於去年的99.75美元。加上隨著大多數供應鏈樽頸緩解和美國汽車減價,預計通脹率將逐漸回落。
晨星預計今年企業的盈利前景喜憂參半,而內地企業可能會表現出色,因為疫情後活動回升,並指開始見到購房活動恢復,應能提高消費者信心。
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