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瑞银及高盛看好今年亚洲企业盈利增长
阿思达克 01-07 14:02
瑞银及高盛表示,随着亚洲经济复苏,亚洲企业的收入将在今年反弹,增幅有可能超过两成。

瑞银财富管理投资总监亚太区投资主管陈敏兰称,去年亚洲企业盈利表现出韧性,实际上只下降1%,相反某些重要地区却大跌25%至30%。踏入2021年,预计亚洲企业的盈利将增长约23%,当中以北亚以外地区的复苏更为显着。

高盛首席亚太地区股票策略师Timothy Moe亦看好区内的盈利增长,预计今明两年增长约25%及16%。

较早时纽交所再重启对中国三大电讯商除牌程序,陈敏兰认为对中国股市的影响不会太大,但相信整个形势会较为波动,因难以预计拜登上场後所施行的政策。

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