2023年第三季全球金融市場重點

 

2023年7月，聯準會將利率上調一個季度百分點，將短期基準聯邦基金利率提高至5.25%至5.50%。 這項決定反映了聯準會對經濟的韌性和強勁成長潛力的信心。 目前利率水準是22年來最高水準。

 

美國股市在第三季經歷了整固，標普500指數在年初強勁表現之後下跌了3.65%。 市場逐漸集中在大型公司，主要由科技巨頭的出色表現所推動。 季末，標普500指數中排名前10的股票佔據了約32%的權重。

 

在中國房地產市場和成長前景不確定的背景下，2023年第三季香港恆生指數和中國股市都面臨重大挑戰。 香港恆生指數收盤於熊市區，年初累計下跌11.59%，較1月的高點下跌超過20%。 中國股市在房地產產業尤其受困，投資人等待對潛在刺激措施的明確表態。

 

 

AQUMON的投資組合表現如何？

 

儘管香港股市條件艱難，AQUMON的SmartGlobal旗艦投資組合仍然取得了令人矚目的收益。 無論選擇的風險程度為何，所有的投資組合始終表現優於恆生指數，展現出卓越的績效。 年初至今回報的詳細比較可以突顯出AQUMON投資策略在應對市場不確定性方面的韌性和成功。

 

 

AQUMON也提供主題投資組合，如「全球科技巨頭」，聚焦於創新科技公司，讓您抓住人工智慧趨勢帶來的機遇，並優化您的潛在回報。

 

 

 

第四季市場展望：股市是否會反彈？

 

儘管較高的利率可能最初對美國股市產生負面影響，但在年底臨近時，有樂觀因素需要考慮。 這些因素包括有利的季節性因素、核心通膨的改善以及由看跌情緒推動的反彈潛力。 歷史模式表明，年底的波動性下降，業績更強勁。 第四季通常對股市是正面的，儘管10月可能會出現一些波動，但總體上會帶來正面回報。

 

美國市場數據也顯示了有限的下行潛力。 美元指數（DXY）從2023年7月19日的100點回升至106.42。 較強的美元可以受益於國內產業，吸引外國投資者，提供避險地位並鼓勵資本流動。

 

香港和中國股市面臨挑戰的第四季度，經濟前景黯淡，房地產市場問題持續存在。 分析師認為，刺激措施很難引發市場反彈。 儘管8月的經濟數據好於預期，購買興趣仍然有限。 中國恆大集團的交易暫停以及圍繞其創始人的不確定性進一步拖累了股市。

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

Disclaimer

Viewers should note that the views and opinions expressed in this material do not necessarily represent those of Magnum Research Group and its founders and employees. Magnum Research Group does not provide any representation or warranty, whether express or implied in the material, in relation to the accuracy, completeness or reliability of the information contained herein nor is it intended to be a complete statement or summary of the financial markets or developments referred to in this material. This material is presented solely for informational and educational purposes and has not been prepared with regard to the specific investment objectives, financial situation or particular needs of any specific recipient. Viewers should not construe the contents of this material as legal, tax, accounting, regulatory or other specialist of technical advice or services or investment advice or a personal recommendation. It should not be regarded by viewers as a substitute for the exercise of their own judgement. Viewers should always seek expert advice to aid decision on whether or not to use the product presented in the marketing material. This material does not constitute a solicitation, offer, or invitation to any person to invest in the intellectual property products of Magnum Research Group, nor does it constitute a solicitation, offer, or invitation to any person who resides in the jurisdiction where the local securities law prohibits such offer. Investment involves risk. The value of investments and its returns may go up and down and cannot be guaranteed. Investors may not be able to recover the original investment amount. Changes in exchange rates may also result in an increase or decrease in the value of investments. Any investment performance information presented is for demonstration purposes only and is no indication of future returns. Any opinions expressed in this material may differ or be contrary to opinions expressed by other business areas or groups of Magnum Research Limited and has not been updated. Neither Magnum Research Limited nor any of its founders, directors, officers, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material or reliance upon any information contained herein.