智通财经APP获悉，东亚银行首席投资策略师李振豪表示，对于2025年第一季投资市场展望，“红色浪潮”及“美国优先”政策下预期美股表现将优于其他地区，根据过往美股盈利和近年的市盈率推算，本季标普500指数的波动区间为6178至6335点。综合分析预期美股板块中，医疗护理、非必需品、科技、物料及工业料表现较好。另外他表示，风险预测区间的底部约为5420点，较6000点以上水平，潜在下跌空间近1成，暗示指数有可能经调整后才现升浪，投资者应注意风险管理。
李振豪提及，全球多极化预期将衍生各项国际摩擦，特朗普式“美国优先”正排斥盟友，例如欧盟及英国有可能陷入中美双方同时加征关税，中国亦正严阵以待，各方的贸易关系料将重新洗牌。
他续指，特朗普重回白宫，预计企业债及新兴美元债市将得到支持，利率变化将有利企业债券；特朗普就任后料欧洲债市风险攀升，但亚洲区则不乏可观选择；预测10年期收益率区间为4.25至4.36%，2年期区间则为3.67至3.98%。
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