渣打料中資科技股具反彈空間 恆指短期或上試26,000點
渣打財富管理高級跨資產策略師林景蔚表示,共同富裕政策目的包括減低貧富差距、刺激中產消費、環境保護及自給自足,屬於約3至5年的長線投資概念,料可再生能源、電動汽車、高端生產、半導體、物聯網等行業均可受惠。
林景蔚指,留意到近日有投資者沽售美國科技股,以補回中資科技股短倉,料科技股仍具反彈空間,短線或帶動恆指重上25,700點,甚至上試26,000點。
另外,他預計,今年中國經濟增長爲5%。
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