瑞士宝盛看好中国股市到年底的回报潜力。瑞士宝盛中国策略师兼研究部主管邓启志表示维持对中国股市的超配评级主要支撑因素是盈利能力和股东回报改善以及更具支持性的流动性背景。过去几年来中国家庭持续积累的超额储蓄为市场反弹提供了充足“弹药”。瑞士宝盛此前更青睐A股而非H股现在预计A股表现将在短期内迎头赶上。他表示保险资金在上半年大量买入港股但预计下半年将更多地增加A股配置。
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