《大行報告》法巴:ATM+主題續跑贏大市 料9月有科技及消費股納入國指
法巴發表報告指,騰訊(00700.HK)、阿里(09988.HK)、小米(01810.HK)等該行關注的一籃子科技股年初至今上升28.9%,表現遠勝過同期升2.1%的MSCI中國指數及下跌10.7%的國指,認為雖然環球經濟增長相對疲弱,但疫情推動消費模式加速轉型,科技企業將可從中受惠。
在網易(09999.HK)及京東(09618.HK)近期來港第二上市,法巴將關注的科技股組合擴大至10家,指出市場憧憬阿里巴巴被納入港股通的名單,以及第二上市熱潮帶動下,北水流入不斷增加。法巴指出,網易及京東在港掛牌後成交活躍,反映有大量投資者不滿足於投資中概股的ADR,預期該10隻科技股佔今年交易量約35%。
該行又指,過去幾年中美緊張局勢加劇及缺乏新經濟股敞口,國指持續受壓,預期9月或有科技及消費股可獲納入國指,令國企指數可能在第四季度跑贏大市。
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