花旗上調港股評級,華爾街集體呼籲“買入中國”!
花旗認爲,當前中國國內的一系列政策,應有助於對投資者情緒構成支持。即使其他主要經濟體正在急劇放緩,中國也可能依靠內部驅動,實現有吸引力的復甦。
來源:華爾街見聞
華爾街再次將目光聚焦在中國,花旗最近將中國香港股市上調至超配。
在11月20日週日發表的一份報告中,花旗策略分析師Robert Buckland團隊認爲:
當前中國國內的一系列政策,應有助於穩住當前中國股票每股收益的下滑,對投資者情緒構成支持。即使其他主要經濟體正在急劇放緩,中國也可能依靠內部驅動,實現有吸引力的復甦。
最近幾周,中國香港的恆生指數已經進入牛市,上證綜指也在測試17年來的長期技術支撐位後,連續反彈。
對於其他亞洲經濟體,花旗將韓國的評級下調至減持,理由是韓國的收益會出現收縮;對印度保持中性;對馬來西亞上調至增持;將印度尼西亞下調至中性。
最近看漲中國市場的,不只是花旗。
一向謹慎的摩根士丹利上週上調了對中國股市的目標價,預計MSCI中國指數到明年年底將上漲14%,大摩早在10月中旬股市回調之際表示,買入中國股票的好時機已到。
本月早些時候,高盛重申對中國股市的信心。在一份報告中,高盛維持對MSCI中國指數的超配評級,預計MSCI中國指數和滬深300指數在未來12個月回報率高達16%,若計入匯率因素,其回報更是高達19%和21%。高盛還將中國香港股票從低配上調至平配。
此外,高瓴資本繼續看好中國資產,旗下專攻二級投資的基金管理機構HHLR Advisors三季度對拼多多、傳奇生物等9只中概股進行了增持、新進買入等加倉操作;繼續看好新能源,加倉大全新能源與晶科能源。
安聯投資All China Equity Fund基金經理Anthony Wong早些時候表示,A股市場最適合抓住(跑贏大盤)機會,因爲該市場有大量新經濟企業,而且相對不受外部波動的影響。
市場的表現也沒有令華爾街大行失望。本月,MSCI中國指數大幅上漲近24%,有望創下1999年以來最佳月度表現。香港恆生中國企業指數和納斯達克金龍中國指數也處於技術性牛市區域。
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