智通财经APP获悉,瑞银财富管理亚太区首席投资总监及投资总监办公室主管陈敏兰预期,港股和A股今年约有15%上升空间。她在全球看好欧洲、中国及日本股市,并偏好H股多于A股,主因是对香港上市中资科技股看法正面,且预期中资股科技股未来几年的平均盈利增长达到25%或以上。
陈敏兰认为,中资股当中仍有一些“由下而上”非常有趣的投资主题,包括科技自主,即人工智能、自动化及机器人相关公司,同时也看好医疗护理、新消费及高息金融股。
智通财经APP获悉,瑞银财富管理亚太区首席投资总监及投资总监办公室主管陈敏兰预期,港股和A股今年约有15%上升空间。她在全球看好欧洲、中国及日本股市,并偏好H股多于A股,主因是对香港上市中资科技股看法正面,且预期中资股科技股未来几年的平均盈利增长达到25%或以上。
陈敏兰认为,中资股当中仍有一些“由下而上”非常有趣的投资主题,包括科技自主,即人工智能、自动化及机器人相关公司,同时也看好医疗护理、新消费及高息金融股。
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