外電引述基金指跌市時無懼監管加碼騰訊(00700.HK) 惟避開教育股
《彭博通訊社》引述資深基金經理Hugh Young指,旗下基金於跌市時購入騰訊(00700.HK),並繼續持有其他大型中資科技股,認為儘管面對監管收緊,這些股份仍會是贏家,不過正避開教育股。他又相信部分行業存在上行機遇,包括是內房萬科企業(02202.HK)等。
安本標準投資管理管理約6,390億美元的資產,而Hugh Young為其亞洲區負責人,他在訪問中指出即使受監管影響,但策略上未有轉變,相信負責任的參與者將會受惠,又透露在科技行業已有頗大持倉但仍加碼騰訊,強調即使在其他經濟體,行業快速增長時監管亦會增加,又認為內地並非要破壞行業。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.