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法巴財富管理對中港股票持「中性」配置
法國巴黎銀行財富管理香港首席投資策略師譚慧敏表示,該行維持高配全球股票,但對中港股票持「中性」配置,由於缺乏明顯催化劑,短期對中港市場持謹慎態度,未來反彈將視乎國家政策是否能提升市場信心。板塊方面,偏好新能源汽車股、旅遊股,以及澳門博彩股,亦看好高股息的防禦型股票,如內地電訊股。
該行指,各國央行的加息周期已見頂,預計在今年底前利率勢將走低,並料美國將於5月開始減息,全年共減150基點,明年減100基點,2025年中利率為3%。
該行認為,美元已見頂,現正進行盤整,其後可能呈中期弱勢。在高收益率環境下,繼續青睞個別政府和投資級別值券,戰術上偏好較短天期債券。
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