瑞银财富管理投资总监办公室指出,受新冠疫情影响,此次国两会今是“不一样的两会”。
该机构认为,市场需要关注的重点,不是官方的2020年经济增长目标,而是财政赤字预算、特别国债,以及减税降费等措施细节。
稳定今年二季起的中国经济增长,财政政策的角色更为吃重,国企等大企业也会因此特别受益。对于投资人的中国资产配置建议,瑞银继续偏好由内需驱动的日常消费及工业板块。
瑞银投资研究团队指出,已公布的今年第一季财报,可以看出大型企业的“免疫力”较强,大陆境内战术资产配置(TAA),因此保持看好大盘股。相对上,小盘股因为海外盈利占比较高,在全球疫情还未褪去之际,估计第二季持续面临较艰难的运营困境。
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