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東亞(00023.HK)料香港全年經濟增長1.2%
阿思達克 07-19 17:29
東亞銀行(00023.HK)表示,香港經濟增長有望在下半年加速復甦,料全年經濟增長達1.2%,略高於特區政府1%至2%預測範圍下限,失業率預計將回落至4.5%,年底時會低過4.5%。 該行表示,縱使環球物價普遍上升,但香港成本壓力輕微,今年香港通脹將維持於1.5%的溫和水平;另外香港快將步入加息週期,預期在開始跟隨美國加息後,將會大致緊貼美國加息步伐,加上疫情、地緣政治、貨幣政策走向等不明朗因素,預計今年香港私人住宅樓價將大致維持窄幅上落,下行壓力溫和,錄得顯著調整的機會不高。 東亞銀行首席投資策略師李振豪表示,若能在11月實現免檢疫通關,港股中的旅遊、商場、飲食、航空股將強勁反彈,不過相關因素難以預測,而恆指在20,600點時已觸及底部,若恆指要升穿22,500則需要利好因素。
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