匯豐環球投資:料指數納入續吸引資金流入中國資產 港股明年料可受惠復甦
匯豐環球投資管理中國及香港股票部主管沈昱出席網上發布會時指,在中國市場方面相信隔離措施見效等將帶動宏觀經濟復甦,並支持企業盈利表現,不過重點仍要留意信貸環境的政策。
她認為在投資主題方面短期可留意復甦主題,包括是旅遊、航空等,而長遠來看該行則留意三個增長主題,包括是「內循環」、數碼化以及綠色經濟主題,當中「內循環」主題可關注電商、醫療健康、教育、旅遊及物管,而數碼化主題則可留意社交媒體及遊戲、電子零件、軟件、雲計算及應用等,綠色經濟則可留意新能源、電動車、工業自動化等。
她認為今年以來中國市場表現跑贏,相信未來亦可繼續吸引資金流入,而中國尤其是A股在國際指數上的代表性仍較低,相信MSCI及富時等指數納入將繼續吸引資金流入中國的資產。
她續指恆指今年以來表現跑輸,主要因為當中有不少金融股及地產股,相關板塊表現均受香港本地市場、疫情及樓市影響,相信明年表現或會改善,相信疫苗明年起面世環球經濟活動或將復甦,而香港金融股及地產股相信可受惠,在復甦初期香港市場表現短期或較A股市場好。
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.