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《大行》大和看好增長主題 選出騰訊(00700.HK)網易(09999.HK)小米(01810.HK)等10隻中港股份
大和發表研究報告指,該行構建出一個多指標模型,用於捕捉中國股市價值股與增長股的輪動時機,經歷過2016至2017年、2019至2021年及2022至2024年三大周期,認為往績命中率超過60%,在投資組合A股及港股市場分別獲得約200%及86.7%超額回報。 大和表示,展望9月份,該模型預測增長股在A股及港股市場或繼續跑贏價值股,指出經過2022至2024年持續疲弱後,增長股過去三個月終於再次跑贏價值股,並列出10隻港股與A股首選股,包括騰訊(00700.HK)、網易(09999.HK)、優必選(09880.HK)、小米(01810.HK)、攜程(TCOM.US)、寧德時代(300750.SZ)、恆瑞醫藥(600276.SH)、中微公司(688012.SH)、立訊精密(002475.SZ)及紐威股份(603699.SH),另外亦看好在新加坡上市的江蘇新揚子造船,全數給予「買入」評級。
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