转向看多，外资“神枪手”对中国股票观点变了？

华尔街见闻2021-12-03

海外“聪明钱”正在看多中国股票。 2021年中国权益资产的表现，受到多重因素的影响，处于“小年”。内地投资机构之间的业绩分化，谨慎情绪有所抬头。但同时，一批国际大型投资机构对于中国资本市场的表现明显趋于乐观。其中不少机构更开始将中国股票视为独立资产类别（从新兴市场中独立出来）。这就是所谓的“别人恐惧我贪婪”？乐观外资：中国股市有两位数上涨空间瑞银集团的买方机构——面向高净值客户的财富管理...

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精彩评论

Youn7276
2021-12-04
Youn7276
阅
紫心旋
2021-12-04
紫心旋
这是好事
zh2021
2021-12-04
zh2021
[微笑]
- Paulyang:
  赞一个
岳营人
2021-12-03
岳营人
[开心] [开心] [开心]
Linda2240
2021-12-03
Linda2240
[微笑]
- Linda2240:
  [微笑]
Lei1349
2021-12-03
Lei1349
Hope

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3、中国光伏供应链企业。它们主导全球市场并有望在中长期内受益于全球各国政府的新能源鼓励政策。\n\n资深买方：调高部分板块前景\n汇丰银行的资管部是潜心亚太地区新兴市场的资深团队，他们日前发给客户的月报指出，未来看好国内的消费品、能源、信息技术和公共事业四大板块。\n具体来说，他们认为：\n\n中国乳制品企业、白酒企业的边际扩张能力巨大，能够提供长期的增长，并且具有更强的溢价能力和电商渠道，估值亦有吸引力；\n\n\n能源方面，随着疫苗接种率上升后，提升了市场对全球经济正常化的预期，能源股相对目前油价具有估值吸引力，且具有盈利向上空间；\n\n\n芯片半导体背后硬科技需求强劲，库存量徘徊地位，这个行业的监管风险较低，在成长股调整或风险溢价之时更具有弹性表现。\n\n中国资产进入“专注时刻”\n中国作为全球第二大经济体，中国公司的市值近年成长也十分迅速。\n同时，在长期把中国资产作为全球新兴资产类别一部分来投资的海外机构逐步适应把中国资产单独分类，重点投资的安排。\n全球资管巨头先锋领航日前就披露，计划明年第一季度推出中国精选股票基金（China Select Stock Fund），这将是先锋领航首次在新兴市场推出投资单个国家的基金。\n再如：高盛集团本周发文称，未来几年，中国在全球及新兴市场指数中的权重还将上升，这推动整体新兴市场投资者扩大对A股股票的配置。\n他们还认为，如果将中国与其它新兴市场相分离，也有益于投资者更好地布局投资策略，管理风险。\n此外，先锋领航最新展望称：近几个月A股市场估值收缩，温和地改善了国内市场的前瞻性回报，10年年化回报预测区间为5.5-7.5%，预期大幅超越美国资产和新兴市场大类。\n该机构还预计，基础设施的支出将会明年一季度及之后显著增加，届时中国相关部门可能会释放更多流动性以支持企业和地方政府债券的发行。\n老牌买方：逆向布局思路曝光\n资事堂发现，美国老牌共同基金公司普徠仕对中国资产进行逆向布局。\n据悉，这家巨头最新投资中国股票总市值高达417.9亿美元，折合人民币2600亿元规模。\n普徕仕有一只中国新视野股票基金产品，逆向看好中国房地产股票。这只基金最新的月报显示，第一大重仓股是碧桂园，且房地产投资在板块分布中，仅次于非必需消费品和工业商业服务。\n值得注意的是，上述基金对房地产配置比例为13.4%，远超基准指数3.2%的配置比例。\n价值型巨头看好什么？\n全球最大的价值投资机构之一资本集团，近期发文看好新兴市场的长线投资趋势。\n文章指出，过去30年中国以及亚洲经济体的富裕阶层不断扩大，为奢侈品业的持续结构性增长提供支持。\n资本集团还认为，未来十年中国在生物医药领域的战略性政策举措或会对全球及中国自身制药业投资带来广泛影响。\n基于我们的增长预测，中国正在稳步缩小与海外市场差距。中国已经是全球最大的有效药剂成分供应国，生物医药市场亦随之增长。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":601710402,"gmtCreate":1638566641829,"gmtModify":1638566652124,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601710402","repostId":2188805521,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601733366,"gmtCreate":1638563062059,"gmtModify":1638563062149,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"这是好事","listText":"这是好事","text":"这是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601733366","repostId":2188805521,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601486696,"gmtCreate":1638547304759,"gmtModify":1638547304878,"author":{"id":"3574387078391491","authorId":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601486696","repostId":2188805521,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6835243,"gmtCreate":1638550466334,"gmtModify":1638550466367,"authorId":3573356109011085,"author":{"id":3573356109011085,"authorId":3573356109011085,"name":"Paulyang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601486696,"type":1,"supId":0,"prevId":0,"content":"赞一个","text":"赞一个","html":"赞一个"}],"langContent":"CN"},{"id":601415384,"gmtCreate":1638546741139,"gmtModify":1638546741139,"author":{"id":"3578494643021447","authorId":"3578494643021447","name":"岳营人","avatar":"https://static.tigerbbs.com/5f91a485cc2905a4531eeb591b5b80f1","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[开心] 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