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摩通:预计中资股相对跑赢大市 首选股包括万科(2202.HK)等
格隆汇 03-23 14:33

摩根大通发表内地市场策略报告,下调内地2020年经济增长预测,由原来升2%降至1.1%,预计内地今年第一至第四季经济同比各跌8.5%、升1%、升5%及升5%,并对中资股短期前景维持审慎态度,但仍预计中资股相对会跑赢大市,也预计消费者会行为改变,包括医疗、零售杂货、网游、电子商务等,相信内房、工业可潜在受惠政策,相信派息较高股份在低息环境下会获市场注视。

该行建议增持的板块有医疗、公用、消费必需品、工业及内房,最新的中资股首选股名单包括万科(2202.HK)、药明生物(2269.HK)、高鑫零售(6808.HK)、阿里巴巴(9988.HK)(BABA.US)(在美上市股份)及长江电力。

该行表示,上调中国移动(0941.HK)在该行中资股模拟组合中的比重,在组合中新纳入在美上市的好未来教育(TAL Education Group) ,同时下调对内银及唯品会在模拟组合中的比重。

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