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光大證券國際:聯儲局最快或明年次季減息 料惠及AI科技板塊和債券市場
光大證券國際表示,美國持續加息使通脹回落至接近3%水平,雖然美國經濟並未因高利率而缺乏增長動力,但部分亞洲、新興市場和歐洲國家的經濟已在2023年開始放緩增長,因此預計美國聯儲局本輪加息周期已經到達尾聲,明年第二季或將開始減息。 光大證券國際表示,踏入明年首季,各地通脹壓力已逐漸舒緩,預期歐美央行將逐步結束緊縮性貨幣政策,有助減輕過去進取加息對經濟帶來的負面影響,利好宏觀經濟復甦,又指隨著美國聯儲局利率呈長線下行趨勢,預料AI科技板塊和債券市場將受惠。(ca/k) ~
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