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瑞銀:A股市場下行壓力會在未來半年逐步得到緩解
阿思達克 08-31 11:33
瑞銀證券中國股票策略分析師孟磊表示,從內地經濟三架馬車(投資、消費、出口)來看,下半年A股市場都面臨一定的壓力,需要有更多的政策扶持來穩定經濟增長,保證市場信心,使整體的市場和經濟出現一定的上行,隨著政策的不斷推出,會有一定的企穩逐步慢慢恢復的跡象,所以這個下行壓力會在未來半年逐步得到緩解。 瑞銀每半年會對500個中國企業家做一份調研,分別對他們的企業收入、預期、整個行業競爭等各種格局做一些調查。本輪調研在5月進行,當時更多的中國的企業家預計,未來半年的商業景氣度,包括出口、訂單、利潤率的預期相對疲軟,與5月宏觀環境較弱有一定關係。 孟磊預計,總體來說看到的情況,今年的盈利情況相對來說有可能會比較疲軟。板塊方面,孟磊指,大部選股以成長股為代表,例如說動力電池、新能源汽車、可再生能源、國防軍工,低配的包括銀行、房地產、傳媒、紡織,價值股裡面優選的是食品飲料。
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