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散戶信心如何,青睞哪些板塊?
uSMART盈立智投 04-25 19:53

摩根士丹利財富管理公司公佈了個人投資者季度調查結果。調查顯示,在貨幣政策持續收緊之際,投資者情緒降溫。然而,許多人相信,到今年年底經濟將會好轉。

具體調查結果如下:

投資者信心下降。雖然超過一半(53%)的人認爲,到2023年底經濟狀況將會好轉,但持有這種樂觀看法的人數比例比上一季度下降了11個百分點。

看空情緒依然高漲。48%的人持悲觀態度,大多數投資者(89%)預計本季度波動性將持續或加劇。

人們對今年年底的前景持謹慎樂觀態度。儘管對通脹和美聯儲政策感到擔憂,但投資者對未來持謹慎樂觀態度——50%的人認爲通脹將在今年年底達到正常水平,47%的人認爲美聯儲將能夠引導經濟實現“軟着陸”,45%的人認爲經濟狀況足夠健康,可以進一步加息。

摩根士丹利投資組合解決方案模型投資組合構建主管Mike Loewengart表示,“委婉地說,在銀行業崩潰、地緣政治持續動盪以及人們清醒地意識到降息不會很快到來的情況下,這是一個繁忙的第一季度。”“最重要的是,投資者需要爲崎嶇不平的道路做好準備。通脹挑戰不會在一夜之間改變,美聯儲將繼續竭盡全力將其降至正常水平。市場瞬息萬變,因此投資者在市場波動期間保持冷靜是很重要的。”

該機構還調查了投資者對2023年第二季度行業機遇的看法:

能源。儘管地緣政治緊張局勢給這個歷來波動較大的行業帶來壓力,但46%的投資者仍將能源視爲首選。

IT。科技行業的動盪中,42%的投資者看好這一行業,較上一季度上升了7個百分點。

醫療保健。經濟衰退逼近之際,該行業仍是投資者最青睞的資產之一,因爲投資者希望這個防禦性板塊支撐其投資組合。

據悉,這一輪調查於2023年4月3日至4月20日在美國進行,涉及924名投資者。

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