瑞銀全球財富管理:日股回調5%至8%可再入市
瑞銀全球財富管理表示,正等待日股出現5%至8%的回調,然後再入市,因日股估值不再便宜,加上推動股市上升的股份回購因素將於夏季減弱。
亞太區首席投資辦公室負責人Min Lan Tan上週表示,日股夏季或出現獲利回吐的風險,因股份回購的催化劑已經過去,而外國投資者已持有一定的日股持股,預計資金流入的情況可能會有所暫停。
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