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瑞銀:內地須採取更強力刺激政策來重振股市
阿思達克 01-22 14:12
瑞銀財富管理投資總監辦公室大中華區股票主管李智穎表示,人行寬鬆貨幣政策的利好因素已經被消化,有需要採取更強而有力的政策來重振中國股市。由於基金經理對中國股市持防守性態度,較為看好股息具吸引力的國有銀行、能產生經常性現金流的行業以及積極回購股份的新經濟企業。 她稱,中國當局需要採取更持續及全面的措施來解決影響經濟的核心問題,長遠而言中國股票仍是該行最青睞的市場,預計今年回報率將約為10%。
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