汇丰环球投资:料指数纳入续吸引资金流入中国资产 港股明年料可受惠复苏
汇丰环球投资管理中国及香港股票部主管沈昱出席网上发布会时指,在中国市场方面相信隔离措施见效等将带动宏观经济复苏,并支持企业盈利表现,不过重点仍要留意信贷环境的政策。
她认为在投资主题方面短期可留意复苏主题,包括是旅游、航空等,而长远来看该行则留意三个增长主题,包括是「内循环」、数码化以及绿色经济主题,当中「内循环」主题可关注电商、医疗健康、教育、旅游及物管,而数码化主题则可留意社交媒体及游戏、电子零件、软件、云计算及应用等,绿色经济则可留意新能源、电动车、工业自动化等。
她认为今年以来中国市场表现跑赢,相信未来亦可继续吸引资金流入,而中国尤其是A股在国际指数上的代表性仍较低,相信MSCI及富时等指数纳入将继续吸引资金流入中国的资产。
她续指恒指今年以来表现跑输,主要因为当中有不少金融股及地产股,相关板块表现均受香港本地市场、疫情及楼市影响,相信明年表现或会改善,相信疫苗明年起面世环球经济活动或将复苏,而香港金融股及地产股相信可受惠,在复苏初期香港市场表现短期或较A股市场好。
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