You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
交銀國際洪灝稱人幣「破7」屬重大利好下半年薦招行、平安等12股
阿思達克 06-12 17:11

交銀國際董事總經理兼首席策略師洪灝表示,受中美貿易戰等宏觀因素影響,目前無法使用量化模型等傳統方式分析股票市場情況,但認為中港股市已進入計及貿易戰影響的基準情境。他認為,市場現時屬過度悲觀,選股機會很多,相信基本面良好、能應對不同周期變化的股份可優勝劣汰。

他又稱,如美國不再向中國3,000億美元貨值商品加徵關稅,相信港股跌至介乎26,000點至27,000點已「差不多」。人民幣方面,洪灝指,市場數據預示人民幣兌美元三個月後「破7」機會大,若人幣匯價「破7」,人行貨幣政策反而可作更多靈活操作,因此「破7」其實是重大利好。

對於昨日高銀金融(00530.HK)棄標啟德商業地,該行研究部聯席董事謝騏聰認為,只屬個別事件,雖然短期推出居屋等措施可能拉走需求,但長遠而言本港土地供應有限,所以認為本港房地產市場並非太差。

另外,交銀國際發表下半年投資展望,首推買入共12隻股份,包括招商銀行(03968.HK)、中國平安(02318.HK)、世茂房地產(00813.HK)、美團點評(03690.HK)、中教控股(00839.HK)、石藥集團(01093.HK)、昆侖能源(00135.HK)、中國電力(02380.HK)、福萊特玻璃(06865.HK)、吉利汽車(00175.HK)、中國飛機租賃(01848.HK)及海豐國際(01308.HK)。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account