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.
《大行报告》摩通料中资股迎来盈利预测调升 首选万科、药明生物及阿里
阿思达克 07-27 14:41
摩根大通发表研究报告指,中国次季GDP表现或好过市场预期,意味着在不确定因素及风险加剧前,可为中资股带来一波盈利预测调升。

报告指,A股在4月至5月落後於成熟市场後,6月表现有所反弹,MSCI中国指数至今累积上升19.4%,跑赢上升15.8%的MSCI新兴市场及升7.5%的成熟市场,沪深300指数亦升21.9%,盈利预测修正将可缓解MSCI中国指数已到极限的估值,并为股市提供短期支撑。

该行预计,目前地缘政治及全球疫情都有升温风险,中美有两国大使馆关闭,紧张局势进一步升级,预计中美摩擦将继续成为焦点,对峙逐步升级,最终或打击中国经济的复苏趋势。

摩通指,业绩期过後下半年周期性因素会趋正常化,另看好疫情下消费模式改变,医疗、电商零售及线上游戏等领域的发展。该行对健康医疗、非必需性消费品、工业及房地产股予「增持」评级,预期政策有所支持,首选万科(02202.HK)、阿里巴巴(BABA)美股及药明生物(02269.HK)。对资讯科技、多元化金融、原材料业、必需消费品及通讯服务行业看法「中性」;并建议「减持」能源、公用事业、银行及保险股。

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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account