星球日报
星球日报|10月 23, 2026 07:53
UBS: Recent pullback improves risk return, A-shares still attractive Odaily Planet Daily News: UBS's latest research report maintains the "attractive" view of A-shares, believing that the recent market weakness has improved risk return and has not substantially changed its positive judgment on profit prospects. The rise in US bond yields and the resurgence of geopolitical concerns have limited impact on fundamentals so far, although some technology and material stocks have been suppressed. The continued upward revision of the 2027 profit forecast for the Shanghai and Shenzhen 300 information technology sector has strengthened UBS's confidence in the lead up to the third quarter financial reporting season. In terms of configuration, UBS prefers to select technology and advanced manufacturing leaders, innovative healthcare companies, and globally competitive export enterprises, while also favoring high-quality dividend paying companies, especially large Chinese banks.
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