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東驥龐寶林:港股6月後或現雙底反彈 下半年上望24,000點
阿思達克 06-01 16:06
東驥基金管理董事總經理龐寶林表示,現階段市場風險眾多,預期港股經歷早前輕微反彈後,未來將橫行或稍為向下尋底,恆指最差或跌至22,500點,本月國安法細節落實時美國或有更多口頭上或實際行動,令月內股市將較波動。

但他相信,隨著疫情趨穩、美國大選臨近及更多中概股來港第二上市,刺激成交增加;加上美聯儲放水下美國十年期債券回報僅0.65厘,遠低於恆指的4厘,若6月份港股不跌穿上次低位,則有望形成「雙底」反彈,下半年逐步回升,上望24,000點,甚至年底升至25,000至26,000點。

他解釋,雖然除原有的中美貿易戰、疫情戰、科技戰外,美國亦正在「打政治牌」,就國安法制裁香港,令本港市場成為磨心,但相信隨著美國總統選舉臨近,當地經濟將受到一定支持,對香港的影響亦會減少。他又提到,美國目前面對疫情及當地示威,問題若未妥善處理,美元或中止強勢。

龐寶林指,年初至今強積金股票基金表現仍為負,但5月份已錄增長,認為股票表現勝於債券,但傾向「揀股不揀市」,看好新經濟外亦鼓勵投資者留意舊經濟,例如早前大幅調整的地產股,以及現時下跌風險有限的領展(00823.HK)。美股方面,他透露,旗下基金有關注出現復甦跡象的零售股及奢侈品公司。

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