德美利证券11月亚洲投资者动向指数按月跌2.3%
德美利证券表示,亚洲地区客户的投资者动向指数(IMXSM)在11月录得4.64,较10月下跌了2.3%。该指数综合大众投资者的持仓和交易活动後,分析投资者的实际买卖行为以反映他们对市场的看法。
投资者动向指数下跌,表明德美利证券的亚洲客户人数在美国市场上的活动按月持续减少,缩小了亚洲客户与总客户人数的差距。在11月,整体客户的投资者动向指数录得5.41,较上月下跌4.92%。
德美利证券香港行政总裁梁伟基表示,11月对市场来说是一个重要的变动时期,该行整体客户抓紧沽货机会,而亚洲客户则主要净买入,偏好消费者非必需品和医疗保健板块。
在买入方面,亚洲客户群的交易活动与整体客户差异很大。亚洲客户与整体客户净买入差别在Teladoc Health (TDOC.US),苹果公司(AAPL.US),帕兰泰尔技术(PLTR.US),Zoom(ZM.US)及Square(SQ.US)。另外,德美利证券的亚洲客户群为股票净卖家,而亚洲客户群同时也净买入股票,是总体的净买家。部分亚洲客户在净卖出方面包括波音(BA.US)、ALPHABET(GOOG.US)及优步(UBER.US)。
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