智通财经APP获悉,东亚银行(00023)首席投资策略师李振豪表示,今年的投资重点在于平衡,因为美国总统特朗普的政策令环球投资风险增加,每个资产的波幅越来越大,这种情况短期内难以消退,如4月美国是否会征收对等关税以及俄乌会否停火均会对市场造成影响。李振豪预期,美股会在第二季调整后,第三及第四季会出现反弹,因为虽然市场有这么多不明朗因素,但美国企业对今年的盈利预测似未受影响。
他指出,现时,纳指七雄跌幅较大,但人工智能等概念仍然存在,并会加快发展,将有利其他相关股份造好,加上加征关税一旦影响美国经济,美联储或在下半年开始减息,或者在7月及10月合共减息两次,这将有利美股表现。
不过,东亚联丰股票及多元化投资部首席投资总监张文健表示,不相信美国经济会步入衰退,并指纳指七雄已跌至2017年的市盈率水平,现时约20倍,不可说便宜、但已到合理价值水平。另外,他指,欧洲股市虽然上升,但企业盈利未见有好转,加上欧股累计已上升15%,所以认为再上空间有限。张文健称,对中国股市维持“增持”看法,同时长期看好印度市场。
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