投资要点:降息周期开启,重点关注优质港股标的。当地时间9 月18 日,美联储宣布将基准利率目标范围下调50 个基点,降至4.75%~5%,这是自2020 年3 月以来的首次降息。除美联储外,8 月以来陆续有英国央行、加拿大央行、欧洲央行等宣布降息,全球货币政策陆续转向宽松,预计将释放流动性、推动外资增配中国资产。当前我们建议重点关注优质港股标的:1)九兴控股:全球顶尖时尚与休闲鞋履制造企业,...
Source Link投资要点:降息周期开启,重点关注优质港股标的。当地时间9 月18 日,美联储宣布将基准利率目标范围下调50 个基点,降至4.75%~5%,这是自2020 年3 月以来的首次降息。除美联储外,8 月以来陆续有英国央行、加拿大央行、欧洲央行等宣布降息,全球货币政策陆续转向宽松,预计将释放流动性、推动外资增配中国资产。当前我们建议重点关注优质港股标的:1)九兴控股:全球顶尖时尚与休闲鞋履制造企业,...
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