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匯豐調查:逾八成「跨境理財通」南向投資者偏好基金
阿思達克 12-01 14:53
匯豐調查顯示,跨境理財通南向投資者偏好基金,北向通投資者則普遍選擇權益類理財產品作投資工具。該行於今年10月進行網上調查調查,訪問共2,300名居於大灣區內並擁有100萬元以上流動資產的潛在跨境理財通投資者的投資興趣。 調查顯示,91%南向投資者和76%北向投資者表示有意參與 「跨境理財通」。有意參與計劃的南向投資者,當中 83%表示有興趣投資基金,其次是港幣存款 (70%)、債券(57%)和其它外幣存款(25%)。最受北向投資者歡迎的則是權益類理財產品(74%)、固定收益類理財產品(58%)和公開募集證券投資基金(27%)。 匯豐粵港澳大灣區業務部總經理陳慶耀表示,投資者偏好基金和權益類理財產品,相信是因為產品豐富了投資者的選擇,提供了新渠道讓他們享受不同市場和特定行業帶來的機遇。調查顯示,受訪者對於投資在科技、能源以及生物科技,這些近年快速發展的行業的基金尤其熱衷。 儘管「跨境理財通」為投資者開拓了新渠道讓他們的投資組合變得更多元化、國際化,仍有多達62%的南向受訪者傾向選擇具有中國概念的基金產品,遠高於對投資亞洲和全球其它市場(各40%)。
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