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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
阿思達克 08-03 16:39
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) ~
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