宏利投资管理:内地三四线城市成消费升级主要动力 料生物科技市场潜在增长大
宏利投资管理大中华区股票部执行总监兼高级组合经理谢企刚在记者会上表示,内地农村地区的零售消费增长继续高於城市地区,而网上支付服务陆续进入低线城市发展,预期三、四线城市将为内地消费升级的主要增长动力。
他又指,内地的生物科技渗透率仍低,去年仅5.7%,对比环球市场为26.5%,相信受惠於持续的创新及更加利好的监管环境,内地的生物科技市场将有显着的潜在增长空间。至於科技版块,他称对该版块的取态一直是增持,特别是今年上半年过後行业股份回调较多,加上5G科技发展对微晶片等需求上升,台积电近期亦加大对资本开支的投入,因此认为行业机会多,有加大对板块的投资。
宏利投资管理亚洲区财富及资产管理零售业务部区域主管李锦荣则提到,市场对利率走向的预期对资金流有影响,虽然美国今年接连下调利率,但由於美股表现强劲,因此市场对美元资产或仍有需求。而中国与美国的贸易紧张局势缓和,亦可能吸引资金重新流向内地市场。 ~
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