《大行報告》野村:中國經濟數據見初期改善跡象 維持中資股策略性「增持」看法
野村發表報告指,仍然看到中國市場的投資價值,認為經濟數據有一些初期好轉跡象,政策仍具支持性,北京有明確訊號希望重振經濟、金融市場及信心。
該行指,投資者關注的中期焦點可能限制估值,包括中美關係及樓市表現,偏好槓鈴策略(Barbell Strategy),以未來不同的發展可能,進行分配佈局,例如一些受惠周期性復甦及結構性機會的落後股份,包括可再生能源、電動車相關、高科技股等,對中資股維持「策略性增持」看法。
野村表示,中資股看好股份包括騰訊(00700.HK)、阿里巴巴-SW(9988.HK)、招行(03968.HK)、中國平安(02318.HK)、美的集團(000333.SZ)、中國海外(00688.HK)、唯品會(VIP.US)、寧德時代(300750.SZ)、比亞迪(01211.HK)、晶晨股份(688099.SH)、三花智控(002050.SZ)、安踏(02020.HK)、立訊精密(002475.SZ)、舜宇(02382.HK)、海底撈(06862.HK)、攜程-S(09961.HK)及藥明生物(02269.HK)。
此外,野村予香港市場「中性」看法,看好股份包括友邦(01299.HK)、港交所(00388.HK)及銀娛(00027.HK)。
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