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德美利:美國復甦勢頭將視乎疫苗何時面世 生物科技行業具潛力
阿思達克 07-29 15:53
香港德美利證券行政總裁梁偉基出席網上發布會時指,上半年美國市場表現史無前例,一來失業率見11.1%的新高,但同時納指及金價均創新高,認為下半年經濟復甦的形勢有數個可能性,當中「U型」及「L型」復甦的可能性相對低,因為一方面聯儲局會為經濟帶來支持,另外暫時亦未見企業有大規模倒閉及裁員潮的情況。

他認為假如疫苗可盡快面世,經濟或可呈「V型」反彈,意味一年內將有復甦,但假如疫苗未能盡快面世,經濟或會現「W型」的復甦情況,即是各地區經濟重啟後再出現疫情爆發,並要再度採取鎖國的措施,拖累經濟再度轉差直至疫苗面世。

他續指距離美國大選不足100日,相信將會是主要風險之一,倘共和黨勝出估計將對金融、舊經濟及國防等行業有利,如民主黨勝出則會傾向環保、綠色政策,料對新能源行業有幫助,市場亦會將資金留在消費品及公用股等。另一方面雖然受疫情影響醫療健康板塊受惠,但由於民主黨支持醫療開放及藥物降價等,故料對藥企而言有負面影響。

他續指,根據6月份公布的調查數據顯示,亞洲客戶主要仍在投資價值型的股票,例如是可口可樂、巴郡、富國銀行及AT&T等的股份。在板塊方面,他較看好健康護理板塊的表現,並認為當中生物科技行業亦較具潛力。

他續指現時未見中概股退市潮,只是部分企業選擇在香港作第二上市,以阿里巴巴(09988.HK)為例來港上市後在美國的交易量亦不跌反升,認為股票的流通及參與度增加對公司亦有利。

另外德美利證券香港宣布將會為本地客戶取消投資在美國市場的網上股票、交易所交易基金(ETF)及期權的佣金。自2020年8月3日起,佣金由現時收取的的6.95美元減至零。在交易期權時,客戶現在只需為每張合約支付0.65美元,並不會額外收取任何行使或指派費。新定價表將於2020年8月3日公布。

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