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Keyword:瑞銀 |
Concept:內地經濟增 , 瑞銀料美國2015年 |
【大行言論】瑞銀料下半年港股隨內地股市波動,維持「中性」評級;看好澳門賭業股及收租股 |
瑞銀發表報告指, 雖然歐美市場逐漸穩定 , 但主要市場如內地、日本及印度經濟結構正處於轉變, 日圓持續弱勢對亞洲市場有重大負面影響 , 令亞洲出口疲弱 , 因此下半年市場仍然波動. 不過瑞銀預期, 亞洲區經濟會於明年復蘇 , 看好美國及日本股市, 預期今年全年內地經濟增長百分之7.5, 明年預測為百分之7.8. 而本港今年全年經濟增長預測百分之3.6, 預期明年增長百分之4.5. |
瑞銀料內地全年經濟增長7.5% 下半年有通縮壓力 |
瑞銀料內地逐步有企業破產 |
展望下半年,繼光大銀行、重慶銀行、徽商銀行及哈爾濱銀行後,市傳內地金融機構中國信達資產管理可能將於下半年來港上市,4家投行美銀美林、瑞信、高盛及瑞銀,已著手協助籌備上市事宜。 |
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