嘉信理財料美國今年加息三至四次
嘉信理財香港理財顧問林長傑預計,美國聯儲局今年加息三至四次,若Omicron沒有對經濟復甦造成太大沖擊,通脹壓力或會回落。
被問及美國國債孳息率上漲對美股影響,林長傑表示,根據歷史數據,若10年期國債孳息率在5%以下,股票市場會跟隨其走勢,而目前在約1.8%水平,故料兩者走勢相若。
對於微軟斥資近690億美元收購動視暴雪,林長傑指不評論個別公司,但留意到不少科技公司去年盈利表現不錯,現金流強勁,不排除未來仍會有併購行動。整體而言,他認爲科技板塊今年表現會與市場同步,因過去一兩年已升至歷史平均高位,目前估值仍偏高。
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