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Author

吳子青先生 (Andrew Ng)
經理

畢業於香港理工大學金融服務系,2008年完成財經分析師(CFA)考試,喜歡綜合基本因素與技術分析研究股票,並對衍生工具及IPO市場有獨到見解,現主力負責公司的高端客戶,提供度身訂造的投資服務
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2017大市展望

Thursday, December 29, 2016 Views5970

對散戶來說, 2016年是非常難炒的一年, 黑天鵝事件頻密, 升浪不明顯也不全面, 能賺到錢的人並不多, 至於2017年, 筆者相信情況不會比2016年佳, 保持中性徧淡的預測, 其中有些事件需要特別注意:

 

  1. 美國加息周期開始: 加息只是把利息慢慢從偏低導向正常水平, 並不代表經濟暢旺, 全世界的資金正回流到美國, 在缺水的情況下股市很難大升.

     

  2. 中國政策維穩至上: 面對東協的競爭, 中國需要漸漸由出口主導改為內需主導, 加上外匯儲備不斷減少, 所以股市只能穩持穩定, 沒大升空間.

 

  1. 意大利脫歐風險: 意大利修憲公投失敗後反對黨有機會上台, 並可能發起脫歐公投, 影響股市表現

     

  2. 中東政治不穩: 庫爾德族獨立的呼聲越來越高, 這會影響敍利亞, 土耳其甚至整個中東的局勢, 為股市帶來不穩定因素.

 

 

注: 本人吳子青, 為證監會持牌人士, 截至本評論文章發表日止, 本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益.

 

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