摩根资产管理亚太区首席市场策略师许长泰表示,本港由于息口回落,房地产市场料在短期内整固,但整体复苏需视乎市道改善,料住宅价格暂不会有太大上落。至于商铺方面,由于吉铺较多,且受内地消费持续降级影响,料未来一至两年前景仍不易好转。对于中国市场,他指出,内地企业的盈利增长不仅再依赖政府支持,人工智能为市场带来增长机会,而经济亦已有一定韧性,因此对长期前景更为乐观。许长泰指,如果美国总统特朗普坚持如期在8...
Source Link摩根资产管理亚太区首席市场策略师许长泰表示,本港由于息口回落,房地产市场料在短期内整固,但整体复苏需视乎市道改善,料住宅价格暂不会有太大上落。至于商铺方面,由于吉铺较多,且受内地消费持续降级影响,料未来一至两年前景仍不易好转。对于中国市场,他指出,内地企业的盈利增长不仅再依赖政府支持,人工智能为市场带来增长机会,而经济亦已有一定韧性,因此对长期前景更为乐观。许长泰指,如果美国总统特朗普坚持如期在8...
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