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01-08
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瑞银:A股最坏时间已过,看好港股后市
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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-01-08 14:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月8日,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券中国股票策略分析师孟磊在瑞银大中华研讨会上指:A股开年以来的下跌是机构抱团瓦解的结果,可以看到机构重仓股下跌,市场热度迁移到高分红。孟磊指,A股最坏时间已过,因企业盈利已开始反弹、政策继续发力,以及投资者信心有望改善。</p><p>A股的企业利润率已于去年第三季触底,瑞银预测,沪深300指数今年每股盈利同比升幅为8%。政策支持方面,孟磊料今年仍有降息降准空间,内房政策亦会加码。</p><p>孟磊续指,过去经验显示,投资者减仓A股的过程一般需时两年多,而投资者对上一次“抱团”看好A股的高峰期,已经要数到2021年中。孟磊相信,投资者仍在等待更多证据出现,才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力,投资者对A股看法的负循环将被打破,届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策,以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。</p><p>瑞银现阶段先看好价值股,指随着A股市场摆脱弱势,未来将更偏好增长股。</p><p>同场的瑞银全球投资银行大中华区研究部总监连沛堃重申,预测MSCI中国指数今年有15%上升空间,当中有10%由盈利增长推动,5%由估值推升。该行看好港股后市,因外资持仓很低,市盈率仅8倍,且随着美国减息下外资重返中国股市,港股会是第一波受惠。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124083956","content_text":"1月8日,瑞银证券中国股票策略分析师孟磊在瑞银大中华研讨会上指:A股开年以来的下跌是机构抱团瓦解的结果,可以看到机构重仓股下跌,市场热度迁移到高分红。孟磊指,A股最坏时间已过,因企业盈利已开始反弹、政策继续发力,以及投资者信心有望改善。A股的企业利润率已于去年第三季触底,瑞银预测,沪深300指数今年每股盈利同比升幅为8%。政策支持方面,孟磊料今年仍有降息降准空间,内房政策亦会加码。孟磊续指,过去经验显示,投资者减仓A股的过程一般需时两年多,而投资者对上一次“抱团”看好A股的高峰期,已经要数到2021年中。孟磊相信,投资者仍在等待更多证据出现,才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力,投资者对A股看法的负循环将被打破,届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策,以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。瑞银现阶段先看好价值股,指随着A股市场摆脱弱势,未来将更偏好增长股。同场的瑞银全球投资银行大中华区研究部总监连沛堃重申,预测MSCI中国指数今年有15%上升空间,当中有10%由盈利增长推动,5%由估值推升。该行看好港股后市,因外资持仓很低,市盈率仅8倍,且随着美国减息下外资重返中国股市,港股会是第一波受惠。","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":260918965207112,"gmtCreate":1704710967269,"gmtModify":1704718759890,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不要上当","listText":"不要上当","text":"不要上当","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260918965207112","repostId":"1124083956","repostType":2,"repost":{"id":"1124083956","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1704695714,"share":"https://www.laohu8.com/m/news/1124083956?lang=&edition=full","pubTime":"2024-01-08 14:35","market":"hk","language":"zh","title":"瑞银:A股最坏时间已过,看好港股后市","url":"https://stock-news.laohu8.com/highlight/detail?id=1124083956","media":"老虎资讯综合","summary":"企业盈利已开始反弹、政策继续发力,以及投资者信心有望改善。","content":"<html><head></head><body><p>1月8日,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券中国股票策略分析师孟磊在瑞银大中华研讨会上指:A股开年以来的下跌是机构抱团瓦解的结果,可以看到机构重仓股下跌,市场热度迁移到高分红。孟磊指,A股最坏时间已过,因企业盈利已开始反弹、政策继续发力,以及投资者信心有望改善。</p><p>A股的企业利润率已于去年第三季触底,瑞银预测,沪深300指数今年每股盈利同比升幅为8%。政策支持方面,孟磊料今年仍有降息降准空间,内房政策亦会加码。</p><p>孟磊续指,过去经验显示,投资者减仓A股的过程一般需时两年多,而投资者对上一次“抱团”看好A股的高峰期,已经要数到2021年中。孟磊相信,投资者仍在等待更多证据出现,才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力,投资者对A股看法的负循环将被打破,届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策,以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。</p><p>瑞银现阶段先看好价值股,指随着A股市场摆脱弱势,未来将更偏好增长股。</p><p>同场的瑞银全球投资银行大中华区研究部总监连沛堃重申,预测MSCI中国指数今年有15%上升空间,当中有10%由盈利增长推动,5%由估值推升。该行看好港股后市,因外资持仓很低,市盈率仅8倍,且随着美国减息下外资重返中国股市,港股会是第一波受惠。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银:A股最坏时间已过,看好港股后市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-01-08 14:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月8日,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券中国股票策略分析师孟磊在瑞银大中华研讨会上指:A股开年以来的下跌是机构抱团瓦解的结果,可以看到机构重仓股下跌,市场热度迁移到高分红。孟磊指,A股最坏时间已过,因企业盈利已开始反弹、政策继续发力,以及投资者信心有望改善。</p><p>A股的企业利润率已于去年第三季触底,瑞银预测,沪深300指数今年每股盈利同比升幅为8%。政策支持方面,孟磊料今年仍有降息降准空间,内房政策亦会加码。</p><p>孟磊续指,过去经验显示,投资者减仓A股的过程一般需时两年多,而投资者对上一次“抱团”看好A股的高峰期,已经要数到2021年中。孟磊相信,投资者仍在等待更多证据出现,才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力,投资者对A股看法的负循环将被打破,届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策,以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。</p><p>瑞银现阶段先看好价值股,指随着A股市场摆脱弱势,未来将更偏好增长股。</p><p>同场的瑞银全球投资银行大中华区研究部总监连沛堃重申,预测MSCI中国指数今年有15%上升空间,当中有10%由盈利增长推动,5%由估值推升。该行看好港股后市,因外资持仓很低,市盈率仅8倍,且随着美国减息下外资重返中国股市,港股会是第一波受惠。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124083956","content_text":"1月8日,瑞银证券中国股票策略分析师孟磊在瑞银大中华研讨会上指:A股开年以来的下跌是机构抱团瓦解的结果,可以看到机构重仓股下跌,市场热度迁移到高分红。孟磊指,A股最坏时间已过,因企业盈利已开始反弹、政策继续发力,以及投资者信心有望改善。A股的企业利润率已于去年第三季触底,瑞银预测,沪深300指数今年每股盈利同比升幅为8%。政策支持方面,孟磊料今年仍有降息降准空间,内房政策亦会加码。孟磊续指,过去经验显示,投资者减仓A股的过程一般需时两年多,而投资者对上一次“抱团”看好A股的高峰期,已经要数到2021年中。孟磊相信,投资者仍在等待更多证据出现,才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力,投资者对A股看法的负循环将被打破,届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策,以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。瑞银现阶段先看好价值股,指随着A股市场摆脱弱势,未来将更偏好增长股。同场的瑞银全球投资银行大中华区研究部总监连沛堃重申,预测MSCI中国指数今年有15%上升空间,当中有10%由盈利增长推动,5%由估值推升。该行看好港股后市,因外资持仓很低,市盈率仅8倍,且随着美国减息下外资重返中国股市,港股会是第一波受惠。","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}