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中銀香港(02388.HK)料今年股市繼續跑贏債市 建議超配中港股票
中銀香港(02388.HK)發表經濟展望預測,指出去年在疫情下多國央行奉行寬鬆貨幣政策,資金流入股市,相較之下投資級別債市、黃金等避險資產跑輸大市。展望今年美國溫和加息,配合企業增長持續,該行預期股票特別是亞太區股市或繼續跑贏債券市場。 中銀香港個人數字金融產品部資深財富顧問高耀豪表示,今年香港新股市場或受惠於港交所(00388.HK)FINI優化、SPAC上市機制、人民幣計價港股等,將吸引企業來港上市。他指出,ESG環保、社會、企業管治均屬長線良好企業價值 ,預期投資者將繼續注視 ESG 發展 ,客戶對相關主題產品方案需求持續,市場料繼續推出相關新產品方案。 惟疫情發展、加息步伐、貿易磨擦等不確定性因素下,他預期今年投資市場將繼續波動,資產配置需求將繼續,股市方面建議超配港股及A股,關注越南、菲律賓等東南亞市場;美國經濟韌性仍在股票配置需求較強,建議標配。 對於美國今年或加息三次,中銀香港資深經濟研究員蔡永雄預期對香港上半年拆息不會太大影響,指出本港流動性仍充裕,利率環境不會有太大改變,金管局繼續發行票據,流動性將有序縮減,而下半年港息走勢要視乎美國加息步伐,但相信美國加息溫和,不會有太大影響,導致資金流出香港的可能性較微。 中銀香港個人數字金融產品部副總經理周國昌透露,2021年該行客戶對財富管理需求殷切,傾向分散配置不同類型投資資產,海外股票及債券均錄得良好增長,私人財富客戶投資資產值(AUM)按年增長逾30%,IPO認購額按年增長42%;ESG相關產品方案按年增加30%至約50種,預告中銀香港今年內將推出更多ESG相關產品。
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