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春节前后有红包行情
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Topic: 春节前后有红包行情 (Read 104 times)
zengqingrong
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春节前后有红包行情
February 07, 2018, 03:39:06 PM
#1
大波动之后的反弹,还是核心资产,春节前后有红包行情。
但是,近期全球股市的大波动,挑起了投资者对于各种风险因素的重视,很可能改变今年上半年港股牛市的节奏,让牛市慢下来,进入震荡期。策略建议:长期坚定看好港股核心资产大牛市,短期资金性质将决定中短期的策略应对上半年。
建议相对排名的投资者,短期可以趁反弹对跨年度行情继续获利落袋、收取红包,调整持仓到风险收益性价比更高的资产上!
建议长线投资者坚守中国核心资产崛起为世界级公司的大趋势,逢调整增持。中国最有竞争力的权益资产,被全球机构资金重新配置、价值被重新发现的大趋势才刚刚开始。核心资产不怕跌,跌不怕,怕不跌。
一季度行情在具体投资机会上,
首先,立足攻守兼备,看好金融股龙头的机会。
——短期立足复苏周期后期,继续关注受益利率上行和经济复苏的金融股。
——长期看好基本面改善且估值合理的保险股和优质大行。1)保险长期受益消费升级,寿险密度和深度提升空间大,中期受益“保险姓保”监管下,保险业竞争格局改善,短期受益2018年长债利率回升,计提准备金压力下降将释放利润。2)优质大行受益于不良率企稳和净息差见底,去杠杆环境下负债端和资产端有优势的大行更受益。
第二, 立足性价比,淘金年报业绩超预期的机会。
——周期性行业的龙头公司从周期股转型成为价值股的高分红机会,包括能源、电解铝、航空等等。
——在内房、消费、教育、汽车、医药、先进制造业等行业中,分享龙头公司的业绩行情。
第三,适度布局潜在港股通成分股,投资者可以精选性价比合理的股票提前布局。
(本文作者介绍:兴业证券研究所副所长、全球首席策略分析师,复旦大学经济学院专业学位兼职导师。)
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