星展:下半年续看好电子商务及云计算等增长型资产
星展银行零售银行及财富管理投资总监侯伟福在网上论坛上表示,今年首季环球经济及股票市场受到新型肺炎疫情严重打击,美国标普500指数一度由高度下挫35%,及後各国政府及央行均推出庞大支持及刺激措施,其中美国政府宣布推出达2万亿美元的财政支持措施,及提出新的1万亿美元基础设施开支。
他提到,美国联储局亦推出无限额的量化宽松计划,购买投资级别债券等资产,料是次量宽规模将等於头三次的总和,当局的多项政策对风险资产带来提振。
侯伟福指,目前投资者坐拥巨额现金,有助支持市场表现,而疫情令经济进一步向数码转型,互联网、电子商务、半导体、云计算及医疗护理等相关股份在上半年有非常好表现,该行於下半年的杠铃策略继续看好有关的增长型资产及後疫情时代赢家,至於收益型资产则喜好房托、BB/BBB级别债券及大型原油企业等。
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