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《大行報告》高盛:五大上升催化劑助內地擺脫困境 重申增持消費服務、醫療保健服務、保險、媒體及零售業
阿思達克 06-19 12:04
高盛發表研究報告指,內地股市自5月31日起反彈11%,但相比地今年以來累升6%表現,仍屬落後(累升1%)。在5月份官方數據與市場預期相比疲弱,高頻率活動指標顯示過去數周市場出現一些穩定跡象,惟市場對利好政策出台的預期正在增強。 該行強調,五大上升催化劑助內地擺脫重開初期刺激及增長消退的困境,包括宏觀增長勢頭持續改善、接下來的企業中期盈利表現、政策放寬、地緣政治憂慮放緩、以及打破潛有惡性循環措施的信心。該行指,部分利好催化劑正在到位、為股市投資者創造具吸引力的技術市場設置以承擔風險。 該行重申,增持消費服務、醫療保健服務、保險、媒體及零售業等,以反映該行對以服務業為主導的復甦主題繼續保持樂觀態度。
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