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《大行報告》野村:對亞洲股市保持溫和及建設性看法 看好網易及唯品會等
野村發表研報指,按權重計,MSCI亞太區(日本以外)指數(MXASJ)中的上市公司有約三分之二已公佈業績,整體而言業績表現不佳的數量,較業績表現向好的公司爲多,導致市場對盈利預測都有所下調。該行預期今年內市場預期都會趨向相對負面,因此亦相應下調盈測,但將MXASJ年底目標點數水平由673上調至707。 目前野村較看好人工智能(AI)投資、南韓「價值提升」主題,以及基本預期美國不會出現衰退的觀點。在美國經濟趨向軟着陸、減息預期、半導體及晶片業發展提振盈利等憧憬下,野村對亞洲股市仍維持適度溫和及建設性看法。 選股方面,野村看好網易(09999.HK)(NTES.US)、唯品會(VIPS.US)、印度塔塔汽車、聯昌國際(CIMDF.US)、Maybank、印尼Bank Rakyat、印尼Bank Mandiri、SK海力士(HXSCL.US)、韓泰輪胎及曼谷杜斯特醫療服務(BDMS.US),均予「買入」評級。
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