瑞士寶盛:若7月政治局會議出台政策符預期 料提振港股成交
瑞士寶盛發表中期市場展望指,美國通脹下降趨勢持續,預計美國通脹率將由去年約8%降至今年4%左右,明年將進一步緩解。
瑞士寶盛指,新興股票市場在今年下半年提供有吸引力的入場點,受美元疲軟、政策寬鬆和內地經濟復甦推動。內地市場方面,該行指最新的經濟數據顯示,經濟重新開放後帶來的積極勢頭減弱,但維持對內地市場「中性」評級,並仍預期中國指數有正面回報,惟在出現更多數據證明基本面改善及地緣政治清晰化前,預計市場將區間波動。
該行關注人工智能、能源轉型和生活方式轉變的股票主題。該行繼續看好擁有專有數據的軟件公司、半導體價值鏈和雲基礎設施供應商。相關股票在經歷近期反彈後,估值仍低於歷史平均水平,並能繼續提供增長點。
對於近期港股成交額偏低,瑞士寶盛私人銀行中國研究策略師及香港區研究部主管鄧啟志表示,投資者繼續關注港股市場基本面何時改善,7月中共中央政治局會議會是重要觀察時間點,如果出台加快內地經濟復甦的政策,並符合市場預期,相信能夠提振港股成交和有較好反彈。
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