摩根大通：維持超配 A 股和港股 看好五大板塊

美港電訊
2022.03.17 02:57
摩根大通亞洲及中國股票首席策略師劉鳴鏑表示，目前在模擬倉中維持超配 A 股和港股，估值很便宜，業績和成長的信號很明確。超配的板塊：IT，工業，材料，能源，可選消費；標配的板塊：金融和地產；低配的板塊：通信服務，醫療衞生。
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