---
title: "霸菱方伟昌：若催化剂出现 下半年中国股市有望跑赢大市"
description: "霸菱香港股票投资总监方伟昌认为，短期港股气氛仍然较弱，若刺激政策催化剂出现，资金将会迅速涌入，下半年中国股市仍有机会跑赢大市。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/91583959.md"
published_at: "2023-07-03T05:53:09.000Z"
---

# 霸菱方伟昌：若催化剂出现 下半年中国股市有望跑赢大市

> 霸菱香港股票投资总监方伟昌认为，短期港股气氛仍然较弱，若刺激政策催化剂出现，资金将会迅速涌入，下半年中国股市仍有机会跑赢大市。

智通财经 APP 获悉，霸菱香港股票投资总监方伟昌认为，短期港股气氛仍然较弱，若催化剂出现，资金将会迅速涌入，下半年中国股市仍有机会跑赢大市。

此外，方伟昌认为投行开始安排 IPO(新股上市)，意味市场气氛有望转好，加上上半年及去年市场行情偏弱，他认为港股由现水平上扬的机会大。

配置方面，方伟昌指出，目前旗下基金配置较为平衡，由于近期行情淡静，不会进行太多转仓的动作。今年投资主线仍为消费股，预计复苏将会持续，另外，也可留意盈利扩张空间的制造业公司，其次是人工智能 (AI) 相关股，因为是未来几年主力发展的领域。

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