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渣打財富管理:恆指年內或上望23,000點
阿思達克 04-03 12:29
渣打財富管理今日(3日)發表對2023年次季市場的展望,渣打財富管理北亞區投資總監鄭子豐表示,目前恆指或於19,000點至21,000點區間徘徊,並認為21,000點為其阻力,若內地在短期內推出利好政策,將支撐恆指上升走勢,年內有望達23,000點。 他解釋,看好亞洲(不計日本)及中國股票,內地經濟復甦令盈利前景改善,加上美國暫停加息及美元走弱有利資金流入;對市場預料中國企業盈利錄得15%增長,他認為仍有2%至3%的上行空間,主要是政府立場轉為較支持企業、其股值較亞洲股票折讓20%等,並相信上述因素均可支撐恆指的未來走勢。 他又指,內地經濟已穩定,目前中央則著手改善本地失業率,尤其年輕人方面,故息口下調誘因不大,若有需要,仍有一定的下調空間。 對於美國銀行危機,他認為情況尚未有改善,料未來美國會加大對區域性銀行的監管力度,同時預料美國貸款增長放緩,令其生產總值承壓,並指市場正押注美國市場有80%機會陷入衰退,相信主要是來自於銀行的不穩定性。
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