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LGT皇家银行料美联储年底减息机会较大荐香港电讯(06823.HK)等5股
阿思达克 07-02 14:07

LGT皇家银行(亚洲)执行董事兼首席投资策略师Stefan Hofer在记者会上表示,虽然美国经济衰退风险增加,但其GDP增长其实仍处较高水平。而市场关注美国联储局会否於7月减息,预期该局会考虑本周五公布的非农新增就业数据表现。他认为,美国经济表现未转坏至需於本月即时减息,预料今年底才减息的可能性较大。

中国经济方面,他指政府最近两年加大力度刺激经济,增加政府开支及减税的规模已超2015年水平,估计刺激措施未来仍会继续。至於人民币汇率,由於中美於G20峰会中就贸易问题达成的共识较预期为佳,美国不再对华货品加徵关税,因此料美元对人民币今年不会破7算,三至十二个月估计处6.8水平。

他又称,该行投资配置中40%为股票,40%为固定资产,另外20%为另类投资。而对股市评级为「增持」,看好美国及香港股市,中国股市评级则为「中性」。板块方面看好电讯、健康护理及必需消费品。

股份方面,LGT皇家银行(亚洲)投资策略师张正浩指看好有良好增长前景及高派息的股份,推荐香港电讯(06823.HK)、港铁(00066.HK)、恒地(00012.HK)、友邦(01299.HK)及蒙牛(02319.HK)。

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