BRIEF-道富:企业盈利与宽松利率抵销估值担忧,机构投资者股票配置比例见18年新高

路透中文
Nov 11
BRIEF-<a href="https://laohu8.com/S/STBK">道富</a>:企业盈利与宽松利率抵销估值担忧,机构投资者股票配置比例见18年新高

路透香港11月11日 - 道富(State Street):

* 道富机构投资者风险偏好指标已从全年最高水平回落,目前正处于中性区间;机构投资者并未开始避险,反而将股票配置比例提升至18年来的新高点

* 道富市场股票研究主管Marija Veitmane表示,市场对稳健的企业盈利与宽松利率周期的关注,正抵消对估值的担忧,进而促使机构投资者进一步加大股票配置比例

(Reporting By Alison Lui)

((alison.lui@thomsonreuters.com; +852 3462 7749;))

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