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德美利證券8月亞洲投資者動向指數升至7.83
德美利證券表示,8月份亞洲地區客戶的投資者動向指數(IMXSM)錄得7.83,較7月份的7.5上升4.4%。投資者動向指數綜合大衆投資者的持倉和交易活動後,分析投資者實際買賣行爲以反映其對市場的看法。 整體客戶的投資者動向指數於8月份錄得8.38,較上月的8.24輕微上升。德美利證券整體客戶的投資者動向指數與亞洲客戶的總差異在此期間減少。 德美利證券香港行政總裁樑偉基表示,市場連續七個月創得佳績,在正面環境帶領下,投資者動向指數的上升,顯示出該行亞洲客戶增加接觸美國市場。但踏入9月,爲一年中最動盪的月份之一,經濟數據喜憂參半和地緣政治局勢不斷出現變化,因此通脹擔憂以及其他Delta變種病毒將成爲市場首要考慮。 該行表示,整體客戶與亞洲客戶的投資喜好各有不同。在買方方面,亞洲客戶購入臺積電(TSM.US)、輝達(NVDA.US)、騰訊控股(00700.HK)(TCEHY.US)及新東方教育科技(09901.HK)(EDU.US),而整體客戶沒有。而在賣出方面存在多種差異,包括超微半導體(AMD.US)、Unity Software(U.US)、Square Inc.(SQ.US)、Palantir Technology Inc. (PLTR.US)、美國鋼鐵公司(X.US)和高通(QCOM.US)。 總體而言,亞洲客戶是淨賣家,淨賣出波動性較小的股票,同時亦增加投資波動性相對較高的股票,當中資訊科技是被亞洲客戶賣出最多的板塊。兩組客戶羣淨買入的股票包括阿裏巴巴(09988.HK)(BABA.US)、亞馬遜(AMZN.US)、PayPal(PYPL.US)及Moderna Inc.(MRNA.US);共同淨賣出的股票有Tesla(TSLA.US)、通用電氣(GE.US)、富國銀行集團(WFC.US)及Snowflake Inc.(SNOW.US)。
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