晨星:若拜登胜出大选 为中美关系带来谈判空间
对於美国大选结果对中美科技角力的影响,晨星亚洲股票研究总监陈丽子指出,市场普遍认为若特朗普嬴出,中美关系将维持现有较紧张状态,但即使拜登上场,亦只会带来一些谈判空间,未见有收回关税政策或推翻早前措施的可能性。
高级股票分析员胡启泰表示,今年至今亚洲工业及科技板块估值表现合理,金融行业亦见吸引,但对部分资产价值仍存有疑问;科技股方面中美关系紧张继续为下半年市场增添不确定性。
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