智通财经APP获悉，环球债息上升，投资者甚至忧虑会再次出现欧债危机。永丰金证券(亚洲)金融商品交易部及研究部主管麦嘉嘉认为，债息上升固然影响企业估值，但现时企业增长预测及资本回报率等指标仍然理想，不一定令全球股市步入调整甚至熊市。
美汇指数升至102水平，她认为升势并非反映市场正在避险，而在强美元情况下，预期投资者选股会更挑剔，容错率也下降，再上升动力亦会减弱，即使一个小消息也会令市场波动。
现时股市升势偏窄，主要集中在某几只大型科技股，资金仍在追逐AI板块。而市场现阶段最关注，就是企业每增加1元AI收入，需要投入多少资金去作折旧等成本。
因此，她估计资金选股策略会偏好AI变现者(AI Earners)多于AI投入者(AI Spenders)。
港股方面，她认为，中东局势和油价走势均会影响恒指表现，料大市第四季在23000至25500点维持区间震荡。选股策略宜以自由现金流较高，且能派发高息的股份为首选，她坦言港股不能再单靠估值便宜作卖点，因资金将更看重企业盈利表现和资产负债表。
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