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貝萊德(BLK.US)CEO:在日圓貶值下日股有更多上升空間
阿思達克 03-22 10:11
全球最大資產管理公司貝萊德(BlackRock)(BLK.US)行政總裁Larry Fink表示,日本經濟似乎已經走出困境,而其股市相對地亦較為便宜。由於圓匯已貶至150兌一美元水平,以美元計算日本股票非常便宜,同時一些日本公司仍有更多的上升空間,因此貝萊德已增持日本股票。 他稱,更多日本個人投資者參與國內市場,為股市帶來希望的跡象,特別是政府今年改革日本個人儲蓄帳戶免稅投資計劃後,有望鼓勵家庭將資金由現金及存款轉為投資。同時他又對日本央行的加息決定表示歡迎,希望央行能夠更快採取行動,以向所有日本人發出一個訊號,表明「負利率已經結束,應再次用錢賺錢」。 另外,Fink提到聯儲局預計今年將減息三次的表態是適當的,預計首次減息將在6月,認為11月美國總統大選不會影響聯儲局的議息決定,相信聯儲局主席鮑威爾是非常依賴數據,而非政治因素。
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