Market Brief

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Author

王富榮先生 (Chris Wong)
助理經理

現任職輝立助理經理,對投資大中小型股票均經驗豐富,亦擅於以窩輪、牛熊證操作。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得
Phone:
3925 9299

00939.HK 建設銀行 受惠穩定市場

Tuesday, April 15, 2025 Views757

中央滙金:將加大配置力度 該出手時將果斷出手

中央滙金表示,公司一直是維護資本市場穩定的重要戰略力量,是資本市場上的「國家隊」,發揮著類「平準基金」作用。公司充分認可當前A股配置價值,認為隨著資本市場投資、融資綜合改革深入推進,A股上市企業質量穩步提升,代表新質生產力和科技創新的上市企業佔比持續提升,A股核心資產的吸引力持續提升,總體估值處於相對歷史低位。

中央滙金公司亦表示將加大配置力度,充分發揮耐心資本、長期資本作用;將繼續發揮好資本市場「穩定器」作用,有效平抑市場異常波動,該出手時將果斷出手。下一步,將堅定增持各類市場風格的ETF,加大增持力度,均衡增持結構。公司具有充分信心、足夠能力,堅決維護資本市場平穩運行。

中美貿易戰風雨飄搖,內銀歷史上向來於信心動盪時,受匯金出手增持穩定中港股市,內銀股包括 00939.HK 建設銀行料為穩健之選。


買賣策略

收集 $5.6-5.8  目標 $6.9   止蝕 $5.2


本人王富榮為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之證券的所有相關財務權益。 

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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