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港股週一暴跌後,大摩建議投資者逢低買入

來源:智通財經

摩根士丹利將港股週一的暴跌視爲潛在的機遇,並建議投資者逢低買入。

華爾街大行摩根士丹利將港股週一的暴跌視爲潛在的投資機遇,並建議投資者逢低買入。該行強調,中國經濟正在復甦,並且中國股市與美國市場的相關性仍然較低。

“我們繼續增持中國股票,並將利用目前的機會建議投資者逢低買入,”這家華爾街銀行的首席中國股票策略師Laura  Wang在1月30日的一份報告中寫道。

香港恆生指數在週一下跌超過2.7%,抹去了上週農曆新年假期後兩個交易日2.9%的大部分漲幅。今年迄今,該基準指數仍上漲約12%。

摩根士丹利表示,週一港股回調的主要推動因素包括:節日數據好壞參半、宏觀經濟不確定性,以及美聯儲將於2月1日作出利率決定之前投資者獲利了結等因素。

摩根士丹利在1月上旬曾將涵蓋A股與港股的MSCI中國指數(MSCI China  Index)截至2023年年底的目標值上調至80點。週一MSCI中國指數收於72.285點。Laura  Wang等大摩策略師在1月9日的一份報告中曾寫道,中國股市表現將在2023年的全球表現排名中遙遙領先其他市場的基準股指。

此外,Laura  Wang表示,中國股市與美國股市的相關性已降至接近歷史低點附近。她表示:“中國相對獨立的新冠疫情後復甦軌跡、獨立的財政和貨幣政策工具,以及總體上不斷改善的商業和經營環境,應有助於確保這種股市表現脫鉤持續更長的時間。”

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