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匯豐料亞洲各國今年經濟恢復正增長 中國GDP增長8.5%
阿思達克 01-13 13:19
匯豐經濟研究亞太區聯席主管范力民表示,去年全球經濟經歷艱難時期,對今年前景感到樂觀,預期第二季疫苗廣泛接種逐見成效,亞太地區各國今年經濟可回復正增長,將亞洲除日本以外GDP預測由增長6.7%提升至7.5%,亞太除日本及中國外增長亦由5.4%調升至6%。

匯豐經濟研究亞太區聯席主管兼大中華區首席經濟師屈宏斌預期,香港今年GDP將增長4.4%,中國去年經濟增長收縮至2%後,今年增長將反彈至8.5%,預期出口及工業生產繼續支持經濟發展,基建投資恢復,疫情受控令就業市場改善,推動消費回升。他強調,雖然疫情得以受控,相關醫療器械出口將減少,但各國恢復經濟活動,消費需求亦會反彈,料將繼續帶動中國出口。

匯豐證券策略亞太區主管林傳英指,對中國股市持中性看法,認為相鄰的香港股市亦覆蓋到中資企業,且估值更低,建議「增持」。他表示,看好內地輕工業、汽車製造及部分消費股,並看好南韓、印尼及泰國股市,認為過去價值被低估。香港方面,他建議選取以住宅發展為主的地產股、航運股,以及溢價差逐步收窄的A+H股份。

匯豐又預期,人民幣兌美元匯價今年將在6.6至7之間雙向波動。

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