东亚银行(00023.HK) 联席首席执行官李民桥表示,仍要观察美国候任总统特朗普的政策对全球政经形势及通胀走向。内地近日释出大力提振经济信号,相信国家有信心打好政策组合拳去维持经济合理增长。而随着息口回落,内地访港旅客越来越多,香港经济复苏趋势仍会持续。
东亚银行首席经济师蔡永雄预期,今年香港经济增长可达2.5%。商业调查显示,第4季香港企业对经济前景保持乐观,预料复苏势头将延续至今年初。尽管外贸环境不明朗,惟内地加大稳增长政策力度、特区政府推出提升经济竞争力的措施、货币环境转趋宽松,加上资产市场有望复苏,将为香港经济带来重要支持。
东亚银行首席投资策略师李振豪预测,本季美股将较其他地区股市表现突出。标普500指数预测区间约6,178至6,335点。美股中料以医疗护理、非必需品、科技、物料及工业板块表现较好。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-08 16:25。)
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