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渣打香港:下半年缺乏大催化劑 料港股區間橫行
阿思達克 07-06 12:18
渣打香港財富管理投資策略主管樑振輝於記者會表示,港股上半年雖然升幅較少,但至少仍呈增長,預期下半年波幅擴大,料恆指第三季會在26,000至30,000點區間橫行,目前仍缺乏大型催化劑。

他表示,港股雖然面臨很多挑戰,但情況上半年一直存在,並纏繞市場一段時間,但在28,000都見支持。

樑氏指出,上半年科技股高位回落,未來料平臺經濟發展,以及科技股明朗化,對整體科技龍頭有幫助,同時可觀望跨境理財通的實施,會否有助外地投資者更樂意投資中港兩地。

他續稱,美國退市在宣佈時已現一輪震盪,未來正式宣佈時或有另一輪,但或因這些情況,會令歐美市場的配置轉至亞洲市場。

另外,他指對通脹的憂慮不擔心,認爲只是一個低基數效應,仍然看好美股市場,但需留意復甦的升幅或不及去年。

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