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道富料中美首阶段贸易协议有望达成
阿思达克 11-27 13:34

道富环球投资管理亚太区投资部主管安奇云出席记者会时指出,特朗普期望可获得对美国而言公正的协议,而中美双方现时均需要贸易协议,而并相信第一阶段的协议有望达成。

他指出该行对内地股市看法中性,认为其价值优於美国,但认为不会显着加码投资内地,但就会挑选一些具盈利增长的股份或行业,除消费日用品行业外,亦偏好一些投资多样化并在一、二线城市发展的开发商。

他认为香港作为亚洲其中一个最开放的市场,近期投资情绪受贸易战的负面影响,认为其估值便宜,相信如贸易战、旅客下跌及零售消费下降等情况获解决,或可成市场的催化剂。他指出在港股市场中较看好保险业,另外亦看好受惠於政府放宽按揭成数上限的发展商,但就不看好银行业表现,认为其净息差表现或会带来压力。

他续指阿里巴巴(09988.HK)昨日成功在港第二上市,反映香港市场仍欢迎新股上市,另外亦反映投资者信心仍在。

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