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摩通:目前是買入亞洲股票的最佳時機
阿思達克 07-14 16:55
摩根大通(JPM.US)亞洲股票策略師Mixo Das表示,目前美股不斷創新高,而歐洲及日本股市則接近歷史高位,不過亞洲股市自2月高位以來自累計一定的跌幅,認爲目前可能是買入亞洲股票的最佳時機。

他稱,投資者目前在亞洲的倉位非常少,而亞洲股市的估值已降至更正常的水平,如果亞洲區的宏觀經濟開始穩定,亞洲股市可能會大幅上升。

目前亞洲疫苗接種率滯後,但Das認爲投資者已習慣疫情爆發,即使較早時印度疫情嚴重但股市卻未有受到影響,因投資者明白到經濟長期基本面未有轉壞。不過他補充,變種病毒傳播會拖慢經濟重新開放,令酒店、休閒及旅遊行業的股票受累。

他稱,摩通目前看好對息率敏感的銀行股,而對長線投資者而言,中國科技股仍然有買入的機會,因估值相較其他同類型公司來得更低。

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