花旗黄(柏)宁:暂未见伊朗事件对实体经济有影响 料金价首季有望升穿1,600美元
花旗银行投资策略及环球财富策划部主管黄(柏)宁在接受电台访问後表示,美国与伊朗紧张关系升级,会令投资者在现阶段关注避险资产。但他提醒商品价格在遇上这些事件虽会急升,惟对投资者而言不易操作,亦有机会在短时间内回落。在对实体经济影响方面,他暂时未见会对美国本地及环球经济带来影响。
该行预期第一季现货金价有望升穿每安士1,600美元,但能否再突破1,500至1,600美元交易区间则要再视乎黄金的基本面。
他又提到,今年不论是美国、欧洲还是日本等成熟股票市场,抑或是新兴亚洲股票市场都会看好。在选择中资股上,他建议要拣选能捕捉到中国经济转型概念的股份,例如消费升级、5G概念、自动化工序等;而传统板块上,他则看好受惠於利率改革内银股及内房股。
他留意到港股仍受贸易战因素影响,相信中美在第二及第三阶段的贸易谈判会存在较大的分歧,投资者亦宜留意美国总统特朗普会如何在竞选期间提出贸易谈判。
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