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瑞银调查:投资者研美国大选前调整组合 64%受访港人认为股市价格「大致合理」
阿思达克 10-21 15:52
瑞银最新季度《投资者情绪调查》研究显示,全球大多数投资者正考虑在美国大选前调整其投资组合。此调查於9月下旬至10月初对全球14个市场的4,000多名投资者及企业家进行调查。当中,81%受访香港投资者对当地股市感到乐观或持平,略高於全球平均水平的79%。

美国总统大选已进入倒数阶段,全球各地投资者正密切留意大选将如何影响市场波动。在大选前夕,56%香港投资者为投资组合增加对冲或保障。该比例明显高於亚太地区的42%及全球的35%。

监於近期市场走势,64%香港受访者表示目前股市价格「大致上合理」,远高於亚太地区的52%及全球的48%。科技板块而言,40%香港受访者认为目前的价格「大致上合理」,相比於亚太地区的39%和全球的34%较高。全球则有29%受访者认为科技板块股市价格过高,该数据高於香港的25%及亚太地区的24%。

香港投资者对投资策略最感兴趣,例如医疗保健发展(72%)及5G机遇(70%)。香港投资者正认真考虑将其投资组合进行分散投资,包括对冲基金(66%)及增加亚洲高收益债券或其他新兴市场债券的投资(66%)。其他策略例如分散投资在私人市场(62%)及投资在绿色复苏(63%)。

此外,55%香港投资者正将特定板块进行投资配置调整,例如医疗保健、国防、能源行业,相比亚太区的44%和全球的37%。

主要忧虑方面,51%亚太地区投资者担心新冠肺炎疫情,其次为全球贸易战(45%)、金融市场下跌(40%)、本土市场的长期竞争力(40%)及气候变化(40%)。

有见市场仍存在各种不确定因素,91%的香港投资者表示希望与财务顾问增加联系,略高於亚太区平均的89%。从长远(五年)来看,74%的香港投资者表示对地区的经济感到乐观。

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