晨星:亚洲股市大幅回调带来抄底机会 看好消费周期性、通信服务和消费防御型板块

格隆汇
17 Apr

格隆汇4月17日|晨星亚洲股票市场策略师Kai Wang认为,由于亚洲股市大幅回调,抄底机会开始浮现。特别是在消费周期性、通信服务和消费防御型板块都有买入机会。亚洲市场目前的交易价格为0.8倍的公允价值估算,显示出被低估的潜力。值得关注的选择包括在韧性较强的新加坡房地产投资信托基金领域的Keppel REIT、在消费市场中占据强势地位的京东和百胜中国,台积电因其强大的竞争优势而受到重视。Kai ...

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