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道富料中美首階段貿易協議有望達成
阿思達克 11-27 13:34

道富環球投資管理亞太區投資部主管安奇雲出席記者會時指出,特朗普期望可獲得對美國而言公正的協議,而中美雙方現時均需要貿易協議,而並相信第一階段的協議有望達成。

他指出該行對內地股市看法中性,認為其價值優於美國,但認為不會顯著加碼投資內地,但就會挑選一些具盈利增長的股份或行業,除消費日用品行業外,亦偏好一些投資多樣化並在一、二線城市發展的開發商。

他認為香港作為亞洲其中一個最開放的市場,近期投資情緒受貿易戰的負面影響,認為其估值便宜,相信如貿易戰、旅客下跌及零售消費下降等情況獲解決,或可成市場的催化劑。他指出在港股市場中較看好保險業,另外亦看好受惠於政府放寬按揭成數上限的發展商,但就不看好銀行業表現,認為其淨息差表現或會帶來壓力。

他續指阿里巴巴(09988.HK)昨日成功在港第二上市,反映香港市場仍歡迎新股上市,另外亦反映投資者信心仍在。

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