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德美利:美国复苏势头将视乎疫苗何时面世 生物科技行业具潜力
阿思达克 07-29 15:53
香港德美利证券行政总裁梁伟基出席网上发布会时指,上半年美国市场表现史无前例,一来失业率见11.1%的新高,但同时纳指及金价均创新高,认为下半年经济复苏的形势有数个可能性,当中「U型」及「L型」复苏的可能性相对低,因为一方面联储局会为经济带来支持,另外暂时亦未见企业有大规模倒闭及裁员潮的情况。

他认为假如疫苗可尽快面世,经济或可呈「V型」反弹,意味一年内将有复苏,但假如疫苗未能尽快面世,经济或会现「W型」的复苏情况,即是各地区经济重启後再出现疫情爆发,并要再度采取锁国的措施,拖累经济再度转差直至疫苗面世。

他续指距离美国大选不足100日,相信将会是主要风险之一,倘共和党胜出估计将对金融、旧经济及国防等行业有利,如民主党胜出则会倾向环保、绿色政策,料对新能源行业有帮助,市场亦会将资金留在消费品及公用股等。另一方面虽然受疫情影响医疗健康板块受惠,但由於民主党支持医疗开放及药物降价等,故料对药企而言有负面影响。

他续指,根据6月份公布的调查数据显示,亚洲客户主要仍在投资价值型的股票,例如是可口可乐、巴郡、富国银行及AT&T等的股份。在板块方面,他较看好健康护理板块的表现,并认为当中生物科技行业亦较具潜力。

他续指现时未见中概股退市潮,只是部分企业选择在香港作第二上市,以阿里巴巴(09988.HK)为例来港上市後在美国的交易量亦不跌反升,认为股票的流通及参与度增加对公司亦有利。

另外德美利证券香港宣布将会为本地客户取消投资在美国市场的网上股票、交易所交易基金(ETF)及期权的佣金。自2020年8月3日起,佣金由现时收取的的6.95美元减至零。在交易期权时,客户现在只需为每张合约支付0.65美元,并不会额外收取任何行使或指派费。新定价表将於2020年8月3日公布。

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