汇丰私银料明年底恒指见29,200点
汇丰私人银行表示,明年对全球股票持中性比重配置,当中美国及英国股市比重偏高,亚洲方面内地、香港及新加坡维持中性,预期恒指今年余下时间将在现水平整固,明年底可升至29,200点水平,MSCI中国指数达93点,而沪深300指数或升至4,600点。
该行亚洲区首席市场策略师范卓云在记者会上表示,中美达成首阶段协议,令市场情绪及风险资产均有不错反弹,第三季各国经济数据见底,相信全球经济衰退情况改善,但预期未来环球仍保持低增长、低回报及低利率,展望明年环球股市盈利增长约5%,亚洲看高一线,料每股盈利增长可达13%。
她解释,市场憧憬关税或再下降,有助投资信心及商业回暖,惟首阶段协议只属初步落实,尚未亚或签署文件,因此目前仍抱中性态度,未来看好亚洲内需消费、5G研发、教育及医疗保险等投资主题。
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