渣打财富方案首席投资办公室发表第二季市场展望，股票配置中，美股降至中性，因政策不确定性或导致美股短线继续波动，惟调整后吸引力增加，潜在减税及去监管仍然是利好因素。另外，欧股升至中性，并将中国股票看法升至超配，反弹后估值仍吸引，MSCI中国指数市盈率估值较全球股票折让34%。渣打北亚区首席投资总监郑子丰指，偏好香港上市的离岸股票。调高恒生指数12个月目标区间至24,000-26,000点，目标为25...
Source Link渣打财富方案首席投资办公室发表第二季市场展望，股票配置中，美股降至中性，因政策不确定性或导致美股短线继续波动，惟调整后吸引力增加，潜在减税及去监管仍然是利好因素。另外，欧股升至中性，并将中国股票看法升至超配，反弹后估值仍吸引，MSCI中国指数市盈率估值较全球股票折让34%。渣打北亚区首席投资总监郑子丰指，偏好香港上市的离岸股票。调高恒生指数12个月目标区间至24,000-26,000点，目标为25...
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