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LGT皇家銀行料美聯儲年底減息機會較大薦香港電訊(06823.HK)等5股
阿思達克 07-02 14:07

LGT皇家銀行(亞洲)執行董事兼首席投資策略師Stefan Hofer在記者會上表示,雖然美國經濟衰退風險增加,但其GDP增長其實仍處較高水平。而市場關注美國聯儲局會否於7月減息,預期該局會考慮本周五公布的非農新增就業數據表現。他認為,美國經濟表現未轉壞至需於本月即時減息,預料今年底才減息的可能性較大。

中國經濟方面,他指政府最近兩年加大力度刺激經濟,增加政府開支及減稅的規模已超2015年水平,估計刺激措施未來仍會繼續。至於人民幣匯率,由於中美於G20峰會中就貿易問題達成的共識較預期為佳,美國不再對華貨品加徵關稅,因此料美元對人民幣今年不會破7算,三至十二個月估計處6.8水平。

他又稱,該行投資配置中40%為股票,40%為固定資產,另外20%為另類投資。而對股市評級為「增持」,看好美國及香港股市,中國股市評級則為「中性」。板塊方面看好電訊、健康護理及必需消費品。

股份方面,LGT皇家銀行(亞洲)投資策略師張正浩指看好有良好增長前景及高派息的股份,推薦香港電訊(06823.HK)、港鐵(00066.HK)、恆地(00012.HK)、友邦(01299.HK)及蒙牛(02319.HK)。

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