張憶東展望2023年中國股市:A股和港股都將迎來投資大年
展望2023年,中國股市無論是A股還是港股,都將迎來投資大年。特別是港股市場,在經歷了將近兩年的資本寒冬後,2023年將會迎來投資的春天,在全球大類資產配置中它的表現將會更加領先。
從基本面上來分析:2023年上半年,中國經濟將會從底部回升;到了下半年,隨着中國經濟弱復甦的格局趨於穩定,中國資本市場將會體現中國經濟中長期高質量發展的大趨勢。
所以相信A股和港股在2023年都將迎來全球資金的再配置。
從4個方向進行推薦:
第一個方向是數字經濟,A股將體現在信創產業鏈,而港股則體現爲互聯網,包括出行、遊戲、廣告、電商、本地生活,以及雲計算。這些相關的互聯網產業鏈在2023年都將會迎來戴維斯雙擊,迎來在監管政策改善情況下估值的提升以及經濟復甦下盈利的改善。
第二個方向是優質國企、央企的價值重估,包括優質國企及央企的地產、銀行、保險,以及像能源、資源以及建築、建材等等。
第三個方向是疫後消費復甦,我們可以精選消費和服務業相關的優質細分龍頭公司。
第四個方向是高科技,特別是以新半軍爲代表的先進製造業,以及生物醫藥,還有科技硬件爲代表的具有科創能力的優質龍頭公司。
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