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前海联合基金:对海外市场保持谨慎 A股仍是最好投资

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泰宁pt真人娱乐 网 http://hz1480.cn 2020-03-15 19:35 出处:网络 作者:网络
中证网讯(记者 余世鹏)3月14日,前海联合发布投研观点指出,本周以来,海外市场持续波动,短期内对其保持谨慎态度。但国内已先于国外初步控制住了疫情传播,海外市场波动的影响相对有限,接下来A股对海外风险波动

pt真人娱乐 ZHONGZHENGWANGXUN(JIZHE YUSHIPENG)3YUE14RI,QIANHAILIANHEFABUTOUYANGUANDIANZHICHU,BENZHOUYILAI,HAIWAISHICHANGCHIXUBODONG,DUANQINEIDUIQIBAOCHIJINSHENTAIDU。DANGUONEIYIXIANYUGUOWAICHUBUKONGZHIZHULEYIQINGCHUANBO,HAIWAISHICHANGBODONGDEYINGXIANGXIANGDUIYOUXIAN,JIEXIALAIAGUDUIHAIWAIFENGXIANBODONGDEFANYINGHUIZHUBUDUNHUA。ZAISHICHANGSHENGTAIGAISHANHECHANYESHENGJIDABEIJINGXIA,AGUQUANYIZICHANRENGSHIDALEIZICHANZHONGZUIHAODETOUZIPINZHONG,YOUQISHIDAKEJI、QUANSHANG、JIJIAN、DICHANHOUZHOUQI、DAXIAOFEIDENGLINGYU。

前海联合基金表示,

ZHONGZHENGWANGXUN(JIZHE YUSHIPENG)3YUE14RI,QIANHAILIANHEFABUTOUYANGUANDIANZHICHU,BENZHOUYILAI,HAIWAISHICHANGCHIXUBODONG,DUANQINEIDUIQIBAOCHIJINSHENTAIDU。DANGUONEIYIXIANYUGUOWAICHUBUKONGZHIZHULEYIQINGCHUANBO,HAIWAISHICHANGBODONGDEYINGXIANGXIANGDUIYOUXIAN,JIEXIALAIAGUDUIHAIWAIFENGXIANBODONGDEFANYINGHUIZHUBUDUNHUA。ZAISHICHANGSHENGTAIGAISHANHECHANYESHENGJIDABEIJINGXIA,AGUQUANYIZICHANRENGSHIDALEIZICHANZHONGZUIHAODETOUZIPINZHONG,YOUQISHIDAKEJI、QUANSHANG、JIJIAN、DICHANHOUZHOUQI、DAXIAOFEIDENGLINGYU。

从历史经验来看,全球性疫情暴发后,资本市场表现主要受疫情传播影响范围、同期市场环境等影响。本次新冠肺炎疫情传播范围广,加上全球经济表现疲弱,再考虑到海外市场结构性流动性问题、能源公司债利差扩大可能带来系统性风险,建议对海外市场保持谨慎态度。后续需密切关注全球疫情进展,政策应对力度、以及美国总统大选和3月18日美联储议息会议关于是否进一步降息、是否加码QE等情况。

pt真人娱乐 GUONEIFANGMIAN,QIANHAILIANHEJIJINZHICHU,YOUYUWOGUOYIJINGXIANYUGUOWAIDUIYIQINGZHANKAILECUOSHI,DUANQIHAIWAISHICHANGDEBODONGDUIYUGUONEIYINGXIANGXIANGDUIYOUXIAN。AGUDUIHAIWAIFENGXIANBODONGDEFANYINGHUIZHUBUDUNHUA,ZHANGQIKAN,QUANQIUGONGYINGLIANGEJUKENENGHUIYINBENCIYIQINGYOUSUOGAIBIAN,ZHONGGUOGONGYINGLIANYOUWANGYINGLAIXINDEJIYU。

前海联合分析到,目前海外股市大幅波动,A股短期也难免会受到投资者资金的流出影响,但近期以来A股日交易量都在万亿元附近,流出资金对A股的影响较小。中长期来看,

ZHONGZHENGWANGXUN(JIZHE YUSHIPENG)3YUE14RI,QIANHAILIANHEFABUTOUYANGUANDIANZHICHU,BENZHOUYILAI,HAIWAISHICHANGCHIXUBODONG,DUANQINEIDUIQIBAOCHIJINSHENTAIDU。DANGUONEIYIXIANYUGUOWAICHUBUKONGZHIZHULEYIQINGCHUANBO,HAIWAISHICHANGBODONGDEYINGXIANGXIANGDUIYOUXIAN,JIEXIALAIAGUDUIHAIWAIFENGXIANBODONGDEFANYINGHUIZHUBUDUNHUA。ZAISHICHANGSHENGTAIGAISHANHECHANYESHENGJIDABEIJINGXIA,AGUQUANYIZICHANRENGSHIDALEIZICHANZHONGZUIHAODETOUZIPINZHONG,YOUQISHIDAKEJI、QUANSHANG、JIJIAN、DICHANHOUZHOUQI、DAXIAOFEIDENGLINGYU。

在目前国内资本市场基础制度改革持续、资本市场生态改善背景下,长期资金有望持续入市。并且,中国市场消费升级与产业升级潜力较大,企业业绩增速长期改善的趋势不变,A股韧性或强于海外市场,估值也仍有较大提升空间。

pt真人娱乐 “GUONEIQUANYIZICHANRENGSHIDALEIZICHANZHONGZUIHAODETOUZIPINZHONG。AGUZHENZHENGDEXIYINLI,SHIDEYIYUZHONGGUOJINGJIDEGAOZHILIANGFAZHAN,XUDUOXINGYEDELIRUNZENGSUCHAOGUO10%,QIEXINGYELONGTOUDELIRUNZENGSUZAI30%YISHANG,XUDUOGONGSIDECHENGZHANGKONGJIANLITIANHUABANHAIHENYUAN。”QIANHAILIANHEJIJINSHUO。

基于此,前海联合基金表示,依然看好大科技作为全年的配置主线,尤其是其中的5G、新能源车、国产自主可控等方向。中国必然要走科技强国的道路,

ZHONGZHENGWANGXUN(JIZHE YUSHIPENG)3YUE14RI,QIANHAILIANHEFABUTOUYANGUANDIANZHICHU,BENZHOUYILAI,HAIWAISHICHANGCHIXUBODONG,DUANQINEIDUIQIBAOCHIJINSHENTAIDU。DANGUONEIYIXIANYUGUOWAICHUBUKONGZHIZHULEYIQINGCHUANBO,HAIWAISHICHANGBODONGDEYINGXIANGXIANGDUIYOUXIAN,JIEXIALAIAGUDUIHAIWAIFENGXIANBODONGDEFANYINGHUIZHUBUDUNHUA。ZAISHICHANGSHENGTAIGAISHANHECHANYESHENGJIDABEIJINGXIA,AGUQUANYIZICHANRENGSHIDALEIZICHANZHONGZUIHAODETOUZIPINZHONG,YOUQISHIDAKEJI、QUANSHANG、JIJIAN、DICHANHOUZHOUQI、DAXIAOFEIDENGLINGYU。

预计相关的财政政策、产业政策都会持续不断地发布实施,以推动整个科技相关行业的发展,科技类公司将会得到更好的成长空间。5G、半导体、芯片、新能源、高端制造、高端设备、医药创新、生物等行业都将获得较快发展,行业内有机会跑出大市值的公司。

pt真人娱乐 TONGSHI,HAIKANHAOQUANSHANG、JIJIAN、DICHANHOUZHOUQI、DAXIAOFEIDENGXINGYEJIHUI。JIBENMIANCHIXUHAOZHUANDANSHICHANGBINGWEICHONGFENFANYINGDEQUANSHANGBANKUAI、SHOUYIJINGZHUANGXIULVKUAISUTISHENGDAILAIQUDAOBIANGEDEDICHANHOUZHOUQIBANKUAI、YIQINGWENDINGHOUYIBAIJIUYIYAOWEIDAIBIAODEGAOJINGQIXIAOFEIBANKUAI,TONGYANGYESHITOUZIDEYOUZHIPINZHONG。

本文标题:前海联合基金:对海外市场保持谨慎 A股仍是最好投资
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