渣打料联储局明年中前再加息50基点 明年下半年或转向减息

阿斯达克财经
Oct 05

渣打香港投资策略主管陈正荦表示,展望联储局将会偏鹰派,预计明年中前会再加息50个基点,以重建公信力,但随着油价与关税效应消退,通胀逐步缓和,下半年或转向减息。在“健康加息、债息上升”的环境下,偏好人工智能带动盈利增长、并足以抵销估值受加息影响的市场,当中看好美国及受台湾带动的亚洲(日本除外)股市。该行予标普500指数12个月目标价8,400点,日经平均指数目标69,700点。该行“超配”科技行业,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10