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光大新鴻基:明年經濟V型反彈 疫苗左右復甦步伐
阿思達克 12-15 16:25
光大新鴻基財富管理策略師溫傑表示,對2021年全球經濟審慎樂觀,預料經濟V型顯著反彈,但明年復甦速度及幅度都建基於疫苗面世步伐及成效。

同時,他預期中美關係會繼續為金融市場帶來波動,相信拜登上場後,兩國的關係也不會出現逆轉性變化,建議投資者應注重風險管理,採取分散部署策略,可留意亞洲及中港股票、環球消費概念及ESG投資三大主題。

內地當局針對互聯網企業提出反壟斷指南,他認為,罰款對各家科技公司財務影響微不足道,主要為投資者的心理層面影響較大,相信反壟斷法未會撼動科技龍頭的地位。

金價方面,光大新鴻基預期明年通脹回升或超預期,有助推動黃金價格向上升,料將再次挑戰每安士2,075美元的高位,樂觀情況下年底或有機會上試每安士2,300美元。

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