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外資機構如何看港美股投資機會?

來源:風研海外

2022年5月,天風海外團隊集中向外資機構投資者發放問卷。

從調研結果來看,外資機構投資者大部分尚處於中等倉位觀望,但港股市場是相對看好的市場,在港股市場中,互聯網板塊與高股息主題爲外資機構者最爲看好的投資機會,在風險上,外資機構投資者普遍認爲全球通脹與經濟衰退爲最主要的風險,而監管不再是投資者第一關注的風險。

1、目前外資機構投資者大部分處於中等倉位。

2、外資機構投資者相對更看好港股,而普遍對於美股較爲謹慎。

3、外資機構投資者中看好港股與相對中性者基本持平。

4、外資機構投資者在港股最爲看好互聯網與高股息板塊。

5、外資機構投資者普遍認爲通脹與衰退爲最大風險。

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