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渣打中國財富管理王昕杰:中國股票估值極具吸引力
渣打中國財富管理部首席投資策略師王昕杰表示,中國已將政策重心轉向新質生產力,投資者需要靜待花開。該行期待政府在全國範圍內推出更多措施,支持數字化、半導體、自動化、電動車供應鏈和清潔能源等具有戰略意義領域的發展。 他預計,中國有充裕的空間繼續保持寬鬆貨幣和財政政策。在此背景下,通訊服務類等持續高派息的離岸中國股票估值頗具吸引力。 整體而言,他指,中國股票的估值不論與自身歷史縱向對比,還是與其它新興市場橫向對比都極具吸引力,給投資者帶來驚喜的門檻比較低。在諸如科技、通訊服務、可選消費品等政策重點支持領域進行多元化佈局,有助於跑贏整體市場,同時降低風險。
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