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渣打香港財富管理料美聯儲今年減息一至二次人民幣兌美元回升
阿思達克 07-08 12:37

渣打香港財富管理投資策略部主管梁振輝在記者會上表示,今年上半年環球股市強勢預料無礙下半年表現,對環球股市評級為「增持」,看好美股、中國A股及印度股票,其中美股因債息走低支持較高的估值,有望再創新高。至於港股評級為「中性」,相信走勢或不及有政策支持的A股。

他又預期美國聯儲局將於本月減息,今年全年或總共減息一至兩次,相信全球央行取態偏鴿可有利投資氣氛,但中美貿易戰的談判進展仍可能為股票市場帶來波動。中國方面,預料人行仍會繼續定向降準支持經濟,但由於市場利率不高,今年減息機會不大。

匯率方面,他稱美聯儲減息及美債息走低料不利美元走勢,人民幣走向則要視乎中美貿易談判進展,但相信人民幣匯率下半年升值機會大於貶值,美元兌人民幣今年底目標為6.65。

另外,渣打香港財富管理認為黃金短線因超買,或會回落至每安士1,375至1,385美元的水平,而油價則預期繼續區間波動,視乎地緣局勢發展而定。

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