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渣打稱對港股未來走勢看法審慎美國短期不會陷經濟衰退
阿思達克 08-19 10:13

渣打香港財富管理投資策略主管梁振輝在出席電台節目後表示,港股最近一個月走勢反覆,市況大幅波動,但低位在約25,000點有較好支持,而且最近一周市場成交有上升,可見有資金願意於低位入市。至於港股未來走勢仍有不明朗性,例如中美貿易戰談判情況,及美國聯儲局未來減息幅度等,因此對後市走向較為審慎。

早前美國債息再次倒掛,他稱倒掛僅出現很短時間,認為市場過分憂慮美國經濟將會衰退,而目前美國經濟表現並非太差,聯儲局減息屬預防性,相信未來6至12個月美國經濟不會陷入衰退。

貨幣方面,梁振輝指人民幣兌美元「破七」後並無急跌,反映匯率短線或轉趨穩定,未來走向則要視乎中國經濟下半年表現及貿易戰情況。環球貨幣方面,由於歐洲貨幣受政治影響較少,或影響已至後期,如英鎊兌美元已低見近1.2水平,中長期而言值得留意。

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