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香港股市正成为全球资金最喜爱的搏杀场。展望未来,中国因素正进一步增强,中资股将继续是港股焦点。04年下半年,在H股与其相应A股的溶聚过程中,A股的所谓“二八现象”会再次显现;下半年最看好行业依次为铜、铝、煤、石油等上游自然资源行业,港口、船运、公路等基建行业,香港蓝筹银行及地产行业,以及电力行业;继续看淡钢铁、汽车及部分下游制造业。
Hong Kong stock market is becoming the world’s favorite battlefield funds. Looking ahead, the Chinese factor is further strengthened and the Chinese capital stocks will continue to be the focus of the Hong Kong stock market. In the second half of 2004, the so-called “28 phenomenon” of A-shares will reappear during the process of dissolution of H shares and their corresponding A shares. In the second half of the year, the most favored industries are copper, aluminum, coal and petroleum upstream natural resources industries , Ports, shipping, highways and other infrastructure sectors, Hong Kong blue-chip banks and real estate sectors, as well as the power sector; continue to bearish steel, automobiles and some downstream manufacturing.