瑞銀上調中國股票評級至增持 認為監管整頓頂峰已過
【彭博】-- 瑞銀將中國股票評級從減持上調至增持,稱監管收緊的影響已在市場走勢中得到體現,企業盈利和估值勢將改善。
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策略師Niall MacLeod、Karen Hizon和Jiamin Shen在不看好中國股市約一年半後,態度發生了轉變。
他們在報告中寫道,中國經濟「政策已經走過了最緊的關頭」,企業盈利明年應該會反彈。
近幾周來,市場情緒已顯著回暖,投資者猜測監管衝擊最糟糕的時期可能已經結束,一些股指出現了技術看漲形態。
其他方面,瑞銀將澳大利亞股票評級下調至減持,將日本和南韓股票評級下調至中性,理由是一些周期性數據和估值達到頂峰。相比其他大多數亞洲市場,它更看好東南亞股市,稱其「對東協能夠抵禦殖利率升高帶來的衝擊持樂觀態度。」
原文標題UBS Upgrades China Stocks to Overweight as Crackdown Passes Peak
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