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匯豐:各國實施量寬成癮 @ 2013-07-24T07: Back Hot News
Keyword:匯豐
Concept:匯豐簡世勳 , 今年內地經濟增長
匯豐集團首席經濟師簡世勳(STEPHEN KING)於記者會上表示,維持內地今年經濟增長預測7.4%,但相信中央欲推進經濟結構轉型改革,故下半年不會有大規模量寬政策出台。不過,由於中央政府需要維持社會穩定,並給予農民信心可共同分享經濟成果,因此若經濟增長低於7%時,料中央會出手調控。
匯豐發表報告指,內地第二季經濟按年增長放緩至7.5%,主要因為出口疲弱及制造業投資減慢所致,預期內地經濟將持續疲弱,下半年經濟增長會低於7.5%中央所定的目標,至於內地明年經濟增長,匯豐維持7.4%預測不變。
近期高盛、匯豐等多家大行紛紛下調中港兩地股市的目標評級,美聯儲退市、資金持續流出、經濟增長下行以及金融政策風險等負面因素均得到市場普遍認同,而上周港股的上漲並未見成交量的增加,縮量上行的動力其實來自於早前個股的超跌反彈,本周市場反彈的主力仍是集中在國企類股中,尤其是銀行、煤炭、鋼鐵及有色等跌幅相當大的板塊;另外,周二內地將陸續公布6月份的重要經濟數據,除非數據顯示中國經濟有回穩跡象,否則如驚弓之鳥的投資者將繼續逃離股市,加上內地IPO開閘預期升溫,內地股市對港股也將帶來一定壓力。

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