瑞銀孟磊:政策發力有助修復投資者信心 A股市場拐點已至
瑞銀證券中國股票策略分析師孟磊指,7月政治局會議設定了更為積極的政策基調,政策發力有助於投資者信心從低位逐步修復,A股市場的拐點已至。
對於下半年行情,孟磊認為,A股市場難以呈現單邊上漲或者一蹴而就的情況,預計公募新發規模有望在未來一個季度內逐步回升,今年北向資金或將淨流入3,000億元人民幣。
孟磊表示,在房地產產業鏈中,看好需求穩健的家電和建材板塊,保險板塊有望憑藉高beta屬性以及其對「中特估」的敞口而跑贏市場。(ca/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.