野村发表亚洲(撇除日本)市场明年展望报告表示,从“自上而下”方式分析,至2026年初保持建设性看法,预期MSCI亚太区(撇除日本)指数在2026年有望达到1,035点,受益于稳健的盈利增长。但该行亦指2026年可能成为关键转折点,投资者将寻求更多证据,以证明人工智能投资能带来实质性的生产力提升与投资回报改善。由于估值偏高与持仓水平较高,预期市场将出现周期性波动加剧,此将显示投资组合多元化与估值纪律...
Source Link野村发表亚洲(撇除日本)市场明年展望报告表示,从“自上而下”方式分析,至2026年初保持建设性看法,预期MSCI亚太区(撇除日本)指数在2026年有望达到1,035点,受益于稳健的盈利增长。但该行亦指2026年可能成为关键转折点,投资者将寻求更多证据,以证明人工智能投资能带来实质性的生产力提升与投资回报改善。由于估值偏高与持仓水平较高,预期市场将出现周期性波动加剧,此将显示投资组合多元化与估值纪律...
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