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致富:內地監管調控持續 基金投資者如何自處?

2021年08月30日

上周我們已探討過中國政府從去年底開始對個別行業收緊監管,原因都與國策和外交政策息息相關。雖然股市在近期顯著反彈,但監管措施未完結,恒生指數的現水平,與兩個月前的29,000點以上仍然相去甚遠。基金投資者究竟要怎樣在這樣動盪的市場中尋找機遇呢?

上周我們已探討過中國政府從去年底開始對個別行業收緊監管,原因都與國策和外交政策息息相關。雖然股市在近期顯著反彈,但監管措施未完結,恒生指數的現水平,與兩個月前的29,000點以上仍然相去甚遠。基金投資者究竟要怎樣在這樣動盪的市場中尋找機遇呢?

內地多輪的管制針對科技企業

致富財富管理部總經理張德明首先指出,今年內地多輪的管制都針對科技企業,並且都是規模巨大、有機會捲入壟斷問題的科企,又或是持有大數據等敏感資料的公司。現階段為免這些公司股價波動造成風險,投資者應該避開大型科技企業,轉投傳統金融行業之中。

至於會否有新行業受到當局的管制,張氏坦言因為涉及國策問題,較難捉摸,可是政策的大方向亦同時保障了另一些行業的發展,例如去年下半年國家提出的「內循環、雙循環」經濟主題,對糧食生產、消費等行業的支持相信會平穩地延續。

建議基金的投資者可投放於金融、基建、消費類的基金

故在實際的操作上,張氏建議基金的投資者可投放於金融、基建、消費類的基金。在基金的選擇上,投資者可考慮選擇環球金融基金,這類基金在經濟復甦及預期通脹的環境下,表現較為平穩,其中有些年初至今錄得約有20%升幅;而消費類投資則可選擇中國的消費動力基金。

如仍然擔心中國監管措施的風險,投資者可考慮股債混合ESG(環境、社會和管治)類別基金。他指出,這類基金有些會兼備派息功能,息率回報可能稍遜,或只得4至6厘,可是一般能夠發展ESG路向的公司都具備一定實力,以符合ESG的法規和發行標準,該類產品投資風險較低。

如以月供形式投資於基金,可視目前的市況為趁低吸納,以平均成本法化解風險。至於非月供基金投資者,張德明亦建議可以將資金分4注入市以減低市況波動對投資產生的風險。

投資基金「零」負擔

透過「致富通」應用程式或致富網頁,投資基金「零」負擔,單次認購或月供計劃一律免佣,基金購金額更低至5,000港元或700美元,另購買精選保險享有高達50%折扣優惠。

致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

WhatsApp : 投資策略專員

更多基金資訊、種類 和 比較:

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上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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