摩根大通：维持超配 A 股和港股 看好五大板块

USHK News
2022.03.17 02:57
摩根大通亚洲及中国股票首席策略师刘鸣镝表示，目前在模拟仓中维持超配 A 股和港股，估值很便宜，业绩和成长的信号很明确。超配的板块：IT，工业，材料，能源，可选消费；标配的板块：金融和地产；低配的板块：通信服务，医疗卫生。
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