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渣打指长远看好ESG类股份 相信股价近期已触底
阿思达克 05-26 15:51
渣打财富管理高级跨资产策略师林景蔚於记者会表示,各国正实践对ESG的投资承诺,加大在该方面投资力度,故长远看好ESG概念股份。虽然ESG相关股於去年下跌,但有信心股价可以重返该水平,但需要较长时间,而期间内会有波幅,建议投资者可作长线投资,但并非全部投资该类股份。

他指出,今年初,因美国总统拜登上场後,重启经济,加上疫苗的有效性,令市场憧憬旧经济复苏,如旅行、饮食等,令今年初估值暴跌,但近期在通胀数据,以及憧憬美国收紧货币政策,令资金重新部署,而在ESG股份估值变得合理,相信部分资金会重回相关行业,近期已有触底迹象,认为目前是可以投资的时机,但行业方面则视乎个别板块的实际情况。

他又表示,在去年渣打与外聘顾问研究调查显示,有六成投资者乐意投资ESG股份,当中四成指会部署5%至10%投资金额,而三成人指会部署15%至25%。

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