瑞银:当前可以重新买入科技股 相比港股更看好A股

智通财经
Sep 01
【瑞银:当前可以重新买入科技股 相比港股更看好A股】瑞银中国股票策略研究主管王宗豪在周二的媒体会上表示,当前可以重新买入科技股,同时考虑到资金面等因素,相比港股更看好A股。王宗豪称,之前引发科技股回调的因素,包括AI叙事的变化、仓位集中、降杠杆,三个因素目前都有所改变。不过预计下半年投资者会找更多非AI的板块,使得整体股市的板块表现会没有上半年那么狭窄。相较港股IPO和配售较多,A股资金面相对比较充裕,同时更看好硬件股,A股这类股票也占比较多。由于哑铃配置,亦看好银行股,并推荐与AI关联度没有那么高的有色板块,以及出海主题。对消费比较谨慎,增量政策可能更针对投资。持续看好美股科技股,对于标普500指数的年底目标位在8100点。

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