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光大新鸿基:明年经济V型反弹 疫苗左右复苏步伐
阿思达克 12-15 16:25
光大新鸿基财富管理策略师温杰表示,对2021年全球经济审慎乐观,预料经济V型显着反弹,但明年复苏速度及幅度都建基於疫苗面世步伐及成效。

同时,他预期中美关系会继续为金融市场带来波动,相信拜登上场後,两国的关系也不会出现逆转性变化,建议投资者应注重风险管理,采取分散部署策略,可留意亚洲及中港股票、环球消费概念及ESG投资三大主题。

内地当局针对互联网企业提出反垄断指南,他认为,罚款对各家科技公司财务影响微不足道,主要为投资者的心理层面影响较大,相信反垄断法未会撼动科技龙头的地位。

金价方面,光大新鸿基预期明年通胀回升或超预期,有助推动黄金价格向上升,料将再次挑战每安士2,075美元的高位,乐观情况下年底或有机会上试每安士2,300美元。

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