渣打财富管理看好中美股票 料港股第四季继续跑输
渣打香港财富管理投资策略部主管梁振辉在记者会上表示,美国大选及疫情或为今年第四季的环球股票市场增添波动,但认为经济及盈利复苏有助长远支持股市估值,而疫苗面世及更多财政刺激有望成为後市催化剂。
他指,第四季看好亚洲、美国及中国股票,认为美元弱势有利资金流入亚洲,网上消费及云端业务增长可推动投资前景。而中国股票料持续受惠疫情後经济复苏及两融金额上升,美股企业盈利则有望继续改善,并於明年回复正增长。至於板块偏好科技及健康护理,主因抗疫有利科技及护理开支上升,行业盈利料会较其他板块有更强增长。
香港方面,梁振辉称港股今年首三季表现跑输A股等其他市场,由於恒指仍以旧经济股份占多,第四季表现亦料会继续跑输,不过恒指於9月已出现调整,相信消化了一定沽压。长线而言他仍看好科技及健康护理行业,认为部分相关股份短期调整後或出现低吸机会。
另外,渣打香港财富管理投资顾问董事赵海珠提到,美国大选或刺激美元短暂上升,但因息差消失及美国赤字严重等因素,美元未来下行趋势不变,未来十二个月继续看淡美元汇率,料或有7%下跌空间。相反人民币料可受惠美元走弱,加上人民银行政策方向审慎,估计未来十二个月人民币会温和升值,兑美元将约在6.71水平。该行又继续看好金价,相信美元下跌及股市波动有利带动黄金避险需求,料未来一年金价或上望每盎司2,400美元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.