瑞银胡一帆:期待中国更积极政策支持,关注高收益防御性国企

格隆汇
28 Apr

格隆汇4月28日|瑞银财富管理亚太区投资总监及宏观经济主管胡一帆表示,预计政府可能会加大对自给自足、国内科技创新和“内循环”的支持力度,以促进经济增长。股票方面,投资者可以关注金融、能源、电信和公用事业领域的高收益防御性国企,科技板块更看好拥有稳健现金流的在线游戏和旅游平台。中长期投资布局,继续看好具备技术和定价优势的领军电动车制造商。

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