东方汇理财管:预计8月港股表现有望改善或跑赢区域市场
东方汇理财富管理市场及投资策略部资深投资策略师赵颕妍指,继续预期8月港股表现有望改善或跑赢区域市场,尽管对外围的忧虑仍存,但关键仍在于港股业绩期,她,以MSCI中国指数计,预计发盈喜的股份是多于盈警。
同时,她预期中资科技股的业绩表现尚可,中国最大的科技和电子商务平台可能会推动第二季收入增长,从而提振MSCI中国的盈利前景。由于它们在MSCI中国指数中的重要权重,MSCI中国指数整体盈利增长可能会有所改善。
不过,赵颕妍提醒,目前美国大选为市况带来不确定,若总统人选正式出炉后,出现大型的贸易限制,或触发全球资金抛售,不仅港A股,其他市场也不能幸免。不过,她目前还不认为需要加大防守股的部署,较偏好下游相关油股、部份科技、内银及电讯股。
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