You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛:亞洲股市短期內可能續波動 強調六籃子主題
阿思達克 06-09 09:47
高盛發表報告指,在面臨全球經濟增長、息口和通脹前景的宏觀經濟風險不確定性下,亞洲股市短期內可能繼續波動。 高盛提出六籃子投資主題應對,涉及大宗商品「超級周期」、定價能力、盈利修正、現金回報、環境和可再生能源,以及中國新基建。 當中,高盛指,近期大宗商品的強勢表現繼續為大宗商品股帶來支持。考慮到全球需求和美國經濟衰退的風險,具有全球風險的周期性股票表現可能繼續受壓。年初至今,商品周期性股票的表現跑贏全球周期性股票22個百分點,但仍明顯滯後於商品價格的升勢。 高盛又認為,在經濟增長和企業盈利預期廣泛下調等情況下,具強勁表現或積極盈利修正的公司將受到市場青睞。此外,投資者可以透過環境主題或中國新基建行業的股票從全球氣候變化倡議和中國政府對新興產業和技術的支持中受惠。
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.
uSMART
Wealth Growth Made Easy
Open Account