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花旗黄(柏)宁:中概股回归料带动资金来港 投资者可审视持股部署「换马」
阿思达克 01-04 12:03
花旗银行投资策略及环球财富策划部主管黄(柏)宁出席网上发布会时指,不认为拜登当选美国总统後中美关系会全面缓和,因为他亦面对政治压力,不过中美外交关系会较明确,可预见性将更大。

针对纽交所将安排中国移动(00941.HK)、中国联通(00762.HK)及中国电信(00728.HK)ADR除牌,他认为去年开始已出现了中概股回归的概念,不过中美之间的谈判仍要视乎未来状况,相信双方难轻易达成共识,而他指出去年起陆续有企业回归港股市场,亦有助带动资金来港。

至於内地收紧对科网企业方面的监管,他认为在推动科网企业创新的同时内地亦希望可保障民众,很多投资者初期认为监管会为市场带来震荡,但其实如无适当监管对内地经济发展亦不理想。

在新一年选股部署方面,他认为可留意经济重启概念,建议投资者可重新审视自己的持仓,如过份集中於科网股或估值已较高的股份,可考虑部署部分「换马」,一方面未至於错失日後科网股的升势,另一方面亦可捕捉经济重启的步伐,强调投资者需清晰投资目的以及利好因素是否已反映。(el/a) ~

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