凱基亞洲指1月看好煤炭股、旅遊相關股及收息股
凱基亞洲預期,市場熱炒美債息回落,料港股與A股持好淡爭持格局。
凱基亞洲指,中央對行業的整改又再被市場談及,近期公布的網遊整改意見稿可見中央對部份用戶在虛擬世界的過度消費甚為不滿,儘管騰訊(00700.HK)及網易(09999.HK)在最後一個交易周能收復部份失地,但市場正擔憂下個行業是否到火紅的直播業。
展望2024年,凱基亞洲預期港股會有好淡爭持的格局,利好因素包括美國加息周期或完結及中央以財策推動經濟;利淡則是內房問題依然困擾著整個內地內需市場及中美關係在2024選舉年成為話題。凱基亞洲1月看好煤炭股、旅遊相關股及收息股。
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.