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中國政策行情啟動 陸股響叮噹
Sep 30th 2013, 12:49

9月匯豐中國製造業採購經理人指數（PMI）終值由初值的51.2降至50.2，仍高於8月的50.1，創下五個月新高，其中新出口訂單指數來到十個月高點，顯見美歐景氣復甦，加持中國出口訂單回升，突顯官方穩增長策略見效。此外，十一長假將展開，相關消費類股亦可受惠，第4季陸股行情可期。

摩根中國基金經理人沈松指出，中國股市下半年以來的好表現，除了亮麗的經濟數據加持，來自政策面利多的加持，更是挹注陸股漲勢。沈松表示，陸股估值處於相對低檔的時日已久，由於金融市場開放有利於陸股估值回升，未來可望逐漸與成熟市場估值看齊。

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