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瑞銀:外資過去兩個月對中國股市興趣升溫
阿思達克 03-07 14:25
瑞銀亞洲經濟研究主管及首席中國經濟學家汪濤表示,內地房地產相關的支持政策仍需「加碼」,按揭利率及首付比例亦有下調空間。她預期,內地今年新開工面積或跌10%,銷售面積跌5%,房地產新開工和銷售面積明年或下跌更多。 內地首兩月進口及出口數據,以美元計價分別按年升3.5%和7.1%。汪濤表示,該數字好過市場預期,並不感到意外,因已預期電子產品下行周期於去年底已結束,而電子相關產品比例較高的中國,其實際出口於去年第四季度已有明顯好轉。 另外,瑞銀全球投資銀行大中華區研究部總監連沛(方土方)表示,外資過去兩個月對中國股市興趣有所升溫,大部分目前仍在「做功課」,而部分外資則選擇高息股入市,相信他們仍觀望政策落實細節。
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