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貝萊德削美股評級至「中性」 看好歐股前景
阿思達克 07-08 11:22
貝萊德在年中投資展望中,看淡美債前景,同時將美股評級降至中性。不過現時看好歐洲股市,認爲歐洲經濟正在復甦,這將有利風險資產,故將歐股評級上調至「增持」。

貝萊德預期美國中期內通脹將上升,而債券孳息率會因爲通脹壓力而上升,而非貨幣政策的改變,這將爲股市創造有利條件,但仍然將美股降級是由於近年來推動企業利潤上升的趨勢可能很快會逆轉,因在通脹上升及行業供應短缺的情況下,投入及勞動力成本正在上升,同時融資成本亦見增加。

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