【晨星：亚洲股市大幅回调带来抄底机会看好消费周期性、通信服务和消费防御型板块】晨星亚洲股票市场策略师Kai Wang认为，由于亚洲股市大幅回调，抄底机会开始浮现。特别是在消费周期性、通信服务和消费防御型板块都有买入机会。亚洲市场目前的交易价格为0.8倍的公允价值估算，显示出被低估的潜力。值得关注的选择包括在韧性较强的新加坡房地产投资信托基金领域的Keppel REIT、在消费市场中占据强势地位的京东和百胜中国，台积电因其强大的竞争优势而受到重视。Kai Wang指，在不确定的时期，消费防御型和公用事业板块提供稳定性和较低的波动性，重点关注贵州茅台和百威亚太等公司。另外，受美国市场影响较小的高股息股票股被视为更安全的投资选择。

金融界2025-04-17

晨星亚洲股票市场策略师Kai Wang认为，由于亚洲股市大幅回调，抄底机会开始浮现。特别是在消费周期性、通信服务和消费防御型板块都有买入机会。亚洲市场目前的交易价格为0.8倍的公允价值估算，显示出被低估的潜力。值得关注的选择包括在韧性较强的新加坡房地产投资信托基金领域的Keppel REIT、在消费市场中占据强势地位的京东和百胜中国，台积电因其强大的竞争优势而受到重视。Kai Wang指，在不确定...

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