You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
銀河證券:短期經濟結構性復甦的特徵依舊明顯,新質生產力相關行業表現更好
銀河證券研報表示,3月份,製造業、建築業和服務業PMI均處在擴張區間展現了我國經濟的韌性,搶“兩新”和搶出口推動生產端的持續擴張,新訂單指數的較高增長來源於一季度政府支出擴張、兩新政策的持續發力以及外需吞貨。不過價格指數尤其是出廠價格的持續低迷抑制企業的利潤,也意味着企業“內卷”的現象仍然存在,而更深層的原因仍或是企業對目前需求上升的可持續性的觀望,尤其是出口未來或進一步承壓,以及居民消費暫時沒有起色。政策對內卷和內需的改革還要耐心等待,29日國務院國資委相關負責人在中國電動汽車百人會論壇上表示,將着力整治汽車行業無序競爭等亂象;部分需求政策有待進一步落實、落地,如育兒補貼、城中村改造方案等。映射到投資上,短期經濟結構性復甦的特徵依舊明顯,新質生產力相關行業表現更好,銀河證券仍然看好兩個方向:分子端,財政政策明確支持的消費和機械板塊;分母端,繼續看好風險偏好和流動性改善驅動的科技成長。
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.
uSMART
Wealth Growth Made Easy
Open Account