瑞银：料沪深300指数年底见6100点、恒指见36000点

7
Comment
9

瑞银：料沪深300指数年底见6100点、恒指见36000点

格隆汇2021-03-09

瑞银中国策略主管刘鸣镝称，该行对三个重要股指都有正面观点，料今年底沪深300见6100点，恒生指数料见36000点，MSCI料见126点。估值对历史均值的标准差是偏高的，但是该行看了全球的市场以后大家都高，只有一些非常小众市场，包括欧洲市场在两倍的均值以下基本都偏高。如果该行看它的市盈增长率，现在的点位和该行估算的增长，估值也不能算特别过分的。这个就是该行在疫情以后新的流动性环境下面估值的判断。刘...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2118783615?lang=en_US&edition=fundamental","thumbnail":"https://img7.gelonghui.com/column/2/104.png","is_english":false,"pubTime":"2021-03-09 12:46","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2118783615","market":"hk","top_or_hot":-1,"title":"瑞银：料沪深300指数年底见6100点、恒指见36000点","media":"格隆汇","content":"<div>\n<p>瑞银中国策略主管刘鸣镝称，该行对三个重要股指都有正面观点，料今年底沪深300见6100点，恒生指数料见36000点，MSCI料见126点。估值对历史均值的标准差是偏高的，但是该行看了全球的市场以后大家都高，只有一些非常小众市场，包括欧洲市场在两倍的均值以下基本都偏高。如果该行看它的市盈增长率，现在的点位和该行估算的增长，估值也不能算特别过分的。这个就是该行在疫情以后新的流动性环境下面估值的判断。刘...</p>\n\n<a href=\"http://www.gelonghui.com/p/450114\">Source Link</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银：料沪深300指数年底见6100点、恒指见36000点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银：料沪深300指数年底见6100点、恒指见36000点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 12:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/450114><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银中国策略主管刘鸣镝称，该行对三个重要股指都有正面观点，料今年底沪深300见6100点，恒生指数料见36000点，MSCI料见126点。估值对历史均值的标准差是偏高的，但是该行看了全球的市场以后大家都高，只有一些非常小众市场，包括欧洲市场在两倍的均值以下基本都偏高。如果该行看它的市盈增长率，现在的点位和该行估算的增长，估值也不能算特别过分的。这个就是该行在疫情以后新的流动性环境下面估值的判断。刘...</p>\n\n<a href=\"http://www.gelonghui.com/p/450114\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CHAD","symbol_name":"沪深300做空(Direxion)","start_time":0,"source_url":"http://www.gelonghui.com/p/450114","article_id":"2118783615","we_media_id":null,"thumbnails":["https://img7.gelonghui.com/column/2/104.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2118783615","pubTimestamp":1615265169,"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"瑞银：料沪深300指数年底见6100点、恒指见36000点","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"399300":"沪深300","513600":"恒生指数ETF","CHAD":"沪深300做空(Direxion)","02833":"恒指ETF","HSI":"恒生指数","CHAU":"二倍做多沪深300(Direxion)","UBS":"瑞银"},"translate_title":"UBS Group AG: It is expected that the CSI300 Index will see 6100 points at the end of the year and the Hang Seng Index will see 36,000 points","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"399300":1,"513600":0.6,"CHAD":1,"CHAU":1,"HSImain":1,"MHImain":1,"HSI":1,"UBS":1,"02833":0.6,"HHImain":0.6,"MCHmain":0.6},"content_text":"瑞银中国策略主管刘鸣镝称，该行对三个重要股指都有正面观点，料今年底沪深300见6100点，恒生指数料见36000点，MSCI料见126点。估值对历史均值的标准差是偏高的，但是该行看了全球的市场以后大家都高，只有一些非常小众市场，包括欧洲市场在两倍的均值以下基本都偏高。如果该行看它的市盈增长率，现在的点位和该行估算的增长，估值也不能算特别过分的。这个就是该行在疫情以后新的流动性环境下面估值的判断。刘鸣镝表示，十年期美债收益上涨属市场主动预期，一是因为新冠疫情有疫苗出来以后在全球发达国家也得到了抑制，而且数字是很明确的。二是因为并没有引起债权市场的不稳定，投资级别的债权和风险的债权息差都没有拉开。她指出，该行投资人在海外，像美国这样的市场也在换仓位，从防御型或者美股的核心资产调到一些价值股，更多的是调到周期股。所以它是在调整仓位的过程中。刘鸣镝还表示，该行2021年有三大投资主题：第一是内地居民提高股票敞口；第二，周期性复甦去年已经开始了；第三，全面创新，进入“十四五”规划。刘氏进一步解释，“十四五”期间，“两会”能够很明确的了解到全面的创新，就是各行各业的创新，包括新能源汽车、可再生能源、5G、物联网、高端制造、医疗医药等。她表示，相信创新可以提高价格、提高毛利率、提高净利率的、提高报表品质，并指创新属今后几年非常关注的投资主题。刘鸣镝还指出，看好今年股指表现，是因为业绩增长，因为家庭资产的需求，最乐观的就是在周期里边有成长性的周期，这是新周期，还不是传统以库存定义的周期。她建议大家多关注有成长性的周期股。她最后称，该行去年12月曾发表了类比仓的配置，当时仓位元最多的就是在周期里，消费是标配的，银行是低配的，电信这些价值非常明显的行业是高配的。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":7,"commentSize":0,"repostSize":0,"favoriteSize":9,"likeStatus":false,"favoriteStatus":false}}