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在中国取消清零政策后，亚洲股市出现了初步的反弹，投资者正瞄准零售、酒店和科技行业中被打压的股票。
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分析师认为，市场复苏的下一阶段将集中在那些能够实现弹性盈利增长的公司。
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投资者寄希望于中国天量家庭储蓄的释放能够推动这些行业，以及中国消费者被压抑的需求。
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建议投资的行业包括酒店管理公司、零售商，以及在经济衰退中挣扎的行业，如在线招聘和购物中心运营商。
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惠理亚洲（日本除外）基金的经理正在增加台湾的科技硬件和半导体股票。
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由于中国占东南亚国家联盟出口的20%以上，中国的复苏预计将提升整个地区的增长。
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台湾、印度、菲律宾、越南、泰国、印度尼西亚和韩国的证券交易所在1月份出现了价值88亿美元的外资购买股票，其中台湾和韩国出现了至少两年来的最大月度购买量。
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在经历了艰难的2022年之后，投资者押注于中国经济的迅速复苏，以缓解全球经济放缓和可能出现的衰退的影响。
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对全球经济衰退的担忧在很大程度上已经被市场定价，而中国经济重新开放的好处还未被感受到。
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投资者正瞄准零售业、酒店业和科技行业中被打压的股票。
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建议投资那些能从中国消费者被压抑的需求和中国家庭储蓄的释放中获益的行业。
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中国的复苏预计将提升整个东南亚地区的增长。
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投资者押注中国经济的迅速复苏，以缓解全球经济放缓和可能出现的衰退的影响。
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After the initial rally in Asian stock markets following the lifting of COVID restrictions in China, investors are targeting beaten-down stocks in the retail, hospitality, and technology sectors.
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Analysts believe that the next phase of the market’s recovery will be focused on companies that can deliver resilient earnings growth.
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Investors are banking on the release of China’s sky-high household savings to boost these sectors, as well as pent-up demand from Chinese consumers.
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Sectors recommended for investment include hospitality firms, retailers, and industries that struggled during the economic downturn, such as online recruiters and shopping mall operators.
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Managers of the Value Partners’ Asia ex-Japan Fund are adding to technology hardware and semiconductor stocks in Taiwan.
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As China accounts for more than 20% of exports from the Association of Southeast Asian Nations, a recovery in China is expected to lift up growth in the entire region.
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Stock exchanges in Taiwan, India, the Philippines, Vietnam, Thailand, Indonesia, and South Korea have seen foreign purchases of $8.8 billion worth of stocks in January, with Taiwan and South Korea witnessing their biggest monthly purchases in at least two years.
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After a tough 2022, investors are betting on a swift recovery in China’s economy to cushion the impact of a global slowdown and possible recession.
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The concerns over the global recession have been largely priced into the market, while the benefits of China’s reopening have yet to be felt.
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Investors are targeting beaten-down stocks in retail, hospitality, and technology sectors.
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Sectors that stand to benefit from pent-up demand from Chinese consumers and the release of China’s household savings are recommended for investment.
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The recovery in China is expected to lift up growth in the entire Southeast Asian region.
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Investors are betting on a swift recovery in China’s economy to cushion the impact of a global slowdown and possible recession.
链接：Investors turn picky in Asia after easy wins from China’s reopening | Reuters