市场关注美伊紧张局势，中金首席策略师缪延亮透露，很多中东客户原本便有意增加配置内地和香港资产，惟因基本面未清晰，仍在犹豫、观望。不过，随着此一轮战争的冲击，中东资金应该会加快动作令配置多元化，由主要配置美元、当地资产，转向更多亚洲、中国资产。他解释，中东现时的货币和资产配置都是美元，但中东的经济与中国更加有互补性，中国可购买其石油，而中国拥有先进的工业和制造业能力。基于中东的贸易和经济与中国较为...
Source Link市场关注美伊紧张局势，中金首席策略师缪延亮透露，很多中东客户原本便有意增加配置内地和香港资产，惟因基本面未清晰，仍在犹豫、观望。不过，随着此一轮战争的冲击，中东资金应该会加快动作令配置多元化，由主要配置美元、当地资产，转向更多亚洲、中国资产。他解释，中东现时的货币和资产配置都是美元，但中东的经济与中国更加有互补性，中国可购买其石油，而中国拥有先进的工业和制造业能力。基于中东的贸易和经济与中国较为...
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