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.
摩根資產管理:內地經濟前景審慎樂觀 內房問題不至於成主要風險
阿思達克 07-29 16:27
摩根資產管理亞太區首席市場策略師許長泰在記者會上表示,受疫情爆發影響,內地經濟經歷了艱難的第二季,料未來表現關鍵在於市場信心問題,包括政府如何處理可能再出現的新一波疫情,是再次封城或是採取較寬鬆措施,及房地產市場風險的發展。 他指,內地房地產市場問題或會推遲經濟復甦步伐,但不至於會成為主要風險,政府近期亦未必會再推出大量財政措施刺激。若有關問題控制得宜,相信有利經濟更強勁復甦,對內地前景仍然審慎樂觀。 許長泰又對內地股票市場看法積極,稱6月內地消費數據已見回升,一旦信心恢復,A股表現料可跑贏區內眾多市場,亦會有利港股表現。 香港經濟方面,他認為歐美經濟在未來一至兩年的確有衰退風險,但估計即使出現衰退,幅度會相對溫和。而歐美經濟放慢可能拖累本港出口,內地復甦快慢亦是影響因素之一,隨著亞洲更多城市重新開放,香港對外開放的步伐也對經濟顯得相當重要。另一方面,由於美聯儲進一步加息,本港銀行今年稍後時間調升最優惠利率的壓力會更大,相信港銀加息或會令樓價受壓。 對於有報道稱馬雲計劃放棄螞蟻集團控制權,他指去年是內地科網行業監管重設之年,今年則是有很多政策框架開始落實,市場對政府希望達到的監管目的更為清晰。雖然不評論個別公司,但不認為一公司的情況會觸發市場對其他科企的憂慮,相信是個別事件而非整體行業趨勢。
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