野村证券分析师表示，在科技与人工智能领域乐观情绪的推动下，亚洲市场正处于盈利上升周期，这一趋势促使该行上调2026年底MSCI中国指数及MSCI除日本外亚洲指数的预期。

　　野村策略师切坦・塞思（Chetan Seth）与安基特・亚达夫（Ankit Yadav）在一份报告中指出，亚洲财报季开局稳健（包括分析师上调盈利预期），主要得益于人工智能资本支出（AIcapex）的增长潜力，尤其对亚洲部分大型科技硬件制造商构成利好。

　　他们在报告中还提到，受贸易关系缓解推动，风险溢价持续收窄，这也为中国香港及内地股市获得更高估值倍数提供了合理依据。

　　对于MSCI除日本外亚洲指数（MXASJ），2026年底基准情景目标位从此前的901点上调至1035点，隐含12%的上涨空间；对于MSCI中国指数，2026年底基准情景目标位从此前的90点上调至93点，隐含5%的上涨空间。

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责任编辑：王永生

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