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代儲 Secrets
erasmusq754xkn7
9 days ago
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何偉華表示,減息有利風險資產包括股債,當中債市估值較股市為吸引。(視覺中國) 其他板塊方面,何偉華表示,明年為美國大選年,關注目前受政策支持的工業及醫療保健板塊。美國政府鼓勵製造業回流美國本土,相關投資正在上升中,而本身工業板塊估值較其他板塊也具備吸引力,隨著下半年經濟環境回暖,料能進一步利好。同時,美國面臨人口老化問題,新冠疫情後對於醫療更為注重,加上新醫療技術的推出及應用,料將利好...
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