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黃國英料中資股下半年跑輸美股- 信報網站hkej.com @ 2022-07-27T00: Back Hot News
Keyword:黃國英 港股
Concept:中港股市現正經歷股災建議投資者避開內房板塊
黃國英資產管理創辦人黃國英周一(25日)表示,看淡港股下半年走勢,但傾向相信美股快會見底。
踏入下半年,內房再度出現危機,拖累港股反覆向下。黃國英資產管理公司董事、人稱「英SIR」的本地著名基金經理黃國英在接受《投資理財周刊》專訪時表示,今年不論是港股、A股還是美股均大幅下調,主要是修正了自2020年疫情爆發以來,散戶參與度去到極致的泡沫現象,同時反映利率上升帶來的調整。
投資界普遍憧憬中資股下半年能跑贏其他股市。不過,黃國英認為,內地克制地推行寬松政策,無助中資股長期向上,加上內房財務危機正延伸至整個產業鏈,增加中資股的不確定性。他預期,港股下半年下行空間較大,有機會在18000點至23000點的大型區間上落。
●黃國英看淡港股下半年走勢,料美股將見底。
【14:50】【下半年展望】黃國英料中資股難跑贏美股 內房風波不確定性高
黃國英以一個「淡」字形容港股,主要受內房市場拖累,恆指有可能低見1.6萬至1.8萬點,上望2.3萬點。另認為美股見底,下半年將跑贏中資股。

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