---
title: "霸菱方偉昌：若催化劑出現 下半年中國股市有望跑贏大市"
description: "霸菱香港股票投資總監方偉昌認為，短期港股氣氛仍然較弱，若刺激政策催化劑出現，資金將會迅速湧入，下半年中國股市仍有機會跑贏大市。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/91583959.md"
published_at: "2023-07-03T05:53:09.000Z"
---

# 霸菱方偉昌：若催化劑出現 下半年中國股市有望跑贏大市

> 霸菱香港股票投資總監方偉昌認為，短期港股氣氛仍然較弱，若刺激政策催化劑出現，資金將會迅速湧入，下半年中國股市仍有機會跑贏大市。

智通財經 APP 獲悉，霸菱香港股票投資總監方偉昌認為，短期港股氣氛仍然較弱，若催化劑出現，資金將會迅速湧入，下半年中國股市仍有機會跑贏大市。

此外，方偉昌認為投行開始安排 IPO(新股上市)，意味市場氣氛有望轉好，加上上半年及去年市場行情偏弱，他認為港股由現水平上揚的機會大。

配置方面，方偉昌指出，目前旗下基金配置較為平衡，由於近期行情淡靜，不會進行太多轉倉的動作。今年投資主線仍為消費股，預計復甦將會持續，另外，也可留意盈利擴張空間的製造業公司，其次是人工智能 (AI) 相關股，因為是未來幾年主力發展的領域。

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> **免責聲明**：本文內容僅供參考，不構成任何投資建議。