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文学少女小说,带你进入精彩无限的成人影视世界,尽享无尽魅力与乐趣

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电话:2025 玉林市(容县、北流市、陆川县、福绵区、玉州区、兴业县、博白县)
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北京市(海淀区、顺义区、西城区、房山区、东城区、延庆区、密云区、昌平区、石景山区、通州区、怀柔区、朝阳区、大兴区、平谷区、丰台区、门头沟区)
黔西南布依族苗族自治州(望谟县、贞丰县、晴隆县、册亨县、兴仁市、普安县、安龙县、兴义市)








绥化市(兰西县、绥棱县、青冈县、海伦市、北林区、安达市、庆安县、肇东市、明水县、望奎县)
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呼和浩特市(新城区、武川县、玉泉区、和林格尔县、回民区、清水河县、赛罕区、托克托县、土默特左旗)
漳州市(云霄县、华安县、诏安县、东山县、漳浦县、龙海区、平和县、南靖县、长泰区、芗城区、龙文区)
资阳市(雁江区、乐至县、安岳县)
榆林市(府谷县、靖边县、米脂县、子洲县、榆阳区、定边县、佳县、绥德县、吴堡县、横山区、清涧县、神木市)
黄石市(阳新县、黄石港区、铁山区、西塞山区、下陆区、大冶市)
安顺市(平坝区、西秀区、镇宁布依族苗族自治县、关岭布依族苗族自治县、普定县、紫云苗族布依族自治县)
海南藏族自治州(同德县、共和县、贵南县、贵德县、兴海县)

  美国总统特朗普与各国展开关税等贸易谈判,瑞士宝盛中国研究策略师及香港区研究部主管邓启志指出,现时市场不确定性较高,港股的第一道防线是19000至19500点,取决于中美贸易协议何时达成,以及中国推出刺激经济措施的情况,例如以旧换新政策会否扩大至服务业,若成事将对文化、旅游及餐饮业有帮助。

  邓启志表示,美国4月首周的进口数据月环比下跌64%,反映关税的影响,但相信美国与所有国家的贸易谈判需时3至9个月,当中中美何时展开谈判仍是一大问号。基于中美的分歧较大,预期需时磋商,谈判要较长时间才能完成。

  行业配置方面,邓启志建议进攻时选择互联网相关的高beta股,因升得较快,防守时则可拣选消费概念、高派息及拥国企改革概念的股份。

  关于市场忧虑中概股从美退市风险,邓启志认为,现时大部分大型的中概股已港美两边上市,故即使中概股被迫从市退市,投资者也可以很容易将股分换成港股,故此对市场不会有太大冲击,相反,假若特朗普禁止美国投资者特别是养老基金投资中资股,对A股和港股的影响将更大,恒指有可能会退守19000点以下。

  美股方面,邓启志认为,参照历史数据,美股熊市平均回吐20%至30%,标普500指数回落至15倍左右,故目前美股或还未见底,第二季料呈整固格局。他指出,最近数周欧洲投资者大幅度减持美股,将资金投放至其他市场,成为美元走弱的关键。

  邓启志表示,美企公布第一季业绩后,对后市的盈利指引,或成为市场对美企盈利向下修订的触发点,故此即使美股短期或因超跌反弹,第三季或会再下试低位。

  (智通财经网)

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