汇丰策略师将印度股票的评级从中性上调至超配，称印度股市的估值具有吸引力。

　　汇丰策略师在报告中称，“印度是亚洲市场安静的一隅，这与韩国的拥挤交易形成鲜明对比”。

　　“虽然盈利增长预期可能进一步有所下降，但估值已不再是问题，政府政策正成为利好股市的因素，而且大多数外国基金的仓位都比较轻。”

　　汇丰将印度Sensex指数2026年末目标位定在94，000点，这意味着有逾14%的上涨空间。

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责任编辑：王许宁

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