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.
美銀2023十大首選交易:買中國股票,賣美國科技股
uSMART盈立智投 11-24 15:48

從預計MSCI中國指數到明年年底將上漲14%的摩根士丹利,到預計未來一年滬深300指數回報率高達16%的高盛,華爾街正在形成看漲中國股市的共識。

華爾街看漲中國股票的呼聲一浪高過一浪。最近一位唱多的是美國銀行的首席投資策略師Michael Hartnett。

在Hartnett最近發佈的2023年首選推薦交易中,就包括做多中國股票。以Hartnett爲首的美銀策略團隊在22日的報告中寫道,由於居民擁有超額儲蓄,中國放寬防疫後,國內股票勢將上漲。報告指出,此前美國等其他國家解除防疫措施就提振了各自的股市。

華爾街見聞最近提到,中國股市在11月上演了一場史詩級反彈,華爾街正在形成看漲中國股市的共識。

上週末媒體報道,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%,該行在10月中旬股市回調之際就表示,買入中國股票的好時機已到。

摩根士丹利首席亞洲和新興市場股票策略師Jonathan Garner上週在接受媒體採訪時表示,隨着利好消息不斷,中國市場將表現得更好,並且牛市可能會持續好幾個季度。

高盛上週重申對中國股市的信心。在上週五發布的報告中,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。

美銀推薦明年拋售美國科技股

在Hartnett團隊推薦的2023年十大首選交易中,賣出美國科技股也位列其中。他們指出,今年初以來,科技股爲重的納斯達克100指數累跌約28%,儘管如此,科技股仍被高估。

Hartnett認爲,貨幣寬鬆時代落幕對高權重的科技股是打擊,而且,科技業面臨監管增加的風險。

此外,美股策略師Gina Martin Adams預計,2023年,美國科技業的盈利將下降,比最近一次10月中旬預測的每股收益(EPS)增長3.8%表現更差。而華爾街分析師預測的標普500總體利潤將增長3.1%。

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