You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
貝萊德:過去三個月港股ETF流入50億美元 對中國股市持「中性」立場
阿思達克 07-02 16:53
貝萊德亞太區投資組合解決方案主管胡伊玲表示,近期市場波動下,客戶對美國資產配置採取了謹慎態度,部分是由於貿易政策的不確定性以及對美國財政赤字的日益擔憂所致。 她提到,6月美國上市股票和ETF出現淨賣出,是自2023年5月以來的首次。與此同時,在過去三個月(4月至6月),亞洲股市ETF出現正向資金流入,當中,內地股市ETF流入190億美元,香港股市ETF流入50億美元。 她強調,仍認爲美元是全球主導貨幣,美國固定收益和股票亦將繼續是全球投資組合的核心部分。但建議客戶應考慮按地區、行業或資產類別進行多元化投資。 貝萊德對中國股市持中性立場,貿易政策的不確定性下保持謹慎,而且政策刺激仍然有限,但認爲優先行業的針對性支持可能提供選擇性機會。對美股和日股看法則爲「增持」。 在固定收益方面,貝萊德更青睞本地貨幣計價的新興市場債券,而非美元計價債券。美元走軟、新興市場基本面改善及部分市場較高的實際收益率支持了這一觀點,特別是在債務水平下降及貨幣在貿易摩擦中保持穩定的市場。
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.
uSMART
Wealth Growth Made Easy
Open Account