《大行》野村对亚股明年初采取谨慎看法予MSCI中国“技术中性”看法降韩国市场评级

阿斯达克财经2024-12-04

野村发表亚洲(撇除日本)市场明年展望报告，从自上而下分析，考虑到地缘政治和贸易紧张局势加剧，关税迫在眉睫，区内央行货币政策的支持力度不如以往，以及中国对财政刺激的克制，该行决定亚股2025年初采取谨慎立场。该行予MSCI亚洲(撇除日本)指数明年底的基本情境预测750点。总体而言，从现在到2025年底，该行预计MSCI(撇除日本)指数在基本情况下的回报率较低，这主要是由盈利增长推动的，并预计回报率将...

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食品配送胜预期野村予MSCI香港指数“减持”评级，指导性主题股份包括友邦及港交所。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80388":"香港交易所-R","80700":"腾讯控股-R","81211":"比亚迪股份-R","81299":"友邦保险-R","81810":"小米集团-WR","82020":"安踏体育-R","82318":"中国平安-R","89988":"阿里巴巴-WR","300750":"宁德时代","300760":"迈瑞医疗","600183":"生益科技","601318":"中国平安","02020":"安踏体育","02318":"中国平安","HTCD.SI":"Tencent HK SDR 10to1","PNGAY":"中国平安ADR","002475":"立讯精密","03143":"华夏香港银行股","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","HKXCY":"香港交易所ADR","01299":"友邦保险","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09999":"网易-S","ANPDY":"安踏体育ADR","HYDD.SI":"BYD HK SDR 10to1","BYDDY":"比亚迪ADR","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1981816686.USD":"EASTSPRING 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Neutral)看法，建议挑选包括净现金/强大的资产负债表公司，这些公司是更多回购、现金及股息的股份，以及一些遭受打击的周期性复苏股票(包括面向结构性机会的股票)。该行列出对中国市场指导性主题股份(Indicative stock ideas)，包括腾讯(00700.HK) 、阿里巴巴(09988.HK) 、美团(03690.HK) 、美的(00300.HK) 、招行(03968.HK) 、中国平安(02318.HK) 、名创优品(09896.HK) 、贝壳(02423.HK) 、小米(01810.HK) 、生益科技(600183.SH) 、宁德时代(300750.SZ) 、比亚迪(01211.HK) 、安踏(02020.HK) 、立讯精密(002475.SZ) 、迈瑞医疗(300760.SZ) 、网易(09999.HK) 。相关内容《大行》大和：美团(03690.HK)第三季到店业务利润率未达预期  食品配送胜预期野村予MSCI香港指数“减持”评级，指导性主题股份包括友邦(01299.HK) 及港交所(00388.HK) 。(wl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-03 16:25。) (A股报价延迟最少十五分钟。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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《大行》野村对亚股明年初采取谨慎看法 予MSCI中国“技术中性”看法 降韩国市场评级

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《大行》野村对亚股明年初采取谨慎看法予MSCI中国“技术中性”看法降韩国市场评级