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瑞銀:A股上升空間巨大 六千億人幣散戶資金即將入市
阿思達克 03-02 16:57
瑞銀發表報告,稱中國家庭可能將多達6,000億元人民幣的過剩儲蓄投入股市,從而推動股市的下一波升勢。考慮到2014至2015年期間有2萬億元人民幣的散戶資金流入A股,推動當時股市從低位反彈約150%,因此目前股市的潛在升幅是相當顯著。 報告提到,在疫情期間中國家庭擁有約8萬至10萬億元人民幣的額外可用存款,而其他國家的經驗來看,約有6%的家庭最終進行股票投資,而最近數季A股已出現一些積極勢頭,相信在未來3至6個月散戶增加資金流入股市的條件已經成熟。 報告又稱,散戶資金一般會更願意流入周期性股份,包括軟件、金融及科技股,而不是食品及飲料股,預計A股將受益最大,而港股亦可能會受惠南向資金流入。
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