《大行報告》高盛:下半年籲策略性「增持」中國市場 料安踏及潤啤等受惠政策放鬆
高盛發表亞太投資組合策略報告,預期內地未來幾個月內會有進一步的政策放鬆,6個對政策敏感的受惠類別包括服務或消費、電動車供應鏈、新基建、小巨人、與房地產相關的行業和新製造業。該行籲下半年策略性「增持」中國市場,在港股市場中,料安踏(02020.HK)、潤啤(00291.HK)、比亞迪電子(00285.HK)、復星國際(00656.HK)是受惠者。
該行又指,投資者在第三季回報會受壓,但第四季會改善,仍然看好北亞市場,特別是日本和韓國,並預計內地市場在進一步的政策寬鬆下會出現戰術性復甦。北亞市場繼上半年表現強勁之後,與南亞市場特別是印度的差距可能會收窄。
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.