興業證券張憶東：戰略性看多 A 股和美股科技行情 港股宜被當作 “債市”

智通財經
2023.06.29 01:48
興業證券全球首席策略分析師張憶東在興業證券 2023 年中期策略會上表示，下半年美國通脹緩慢下行，高利率環境將對四季度經濟形成拖累，美股市場先揚後抑，四季度美債十年期收益率有望回到 3.5 以下。戰略性看多 A 股和美股的科技行情，多關注安全發展格局下 A 股的三大結構性機會，數字經濟仍是今年的最強主線。地緣政治風險影響下，港股宜被看作債券市場來配，高股息深度價值的央企值得戰略性配置。
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