渣打:对恒指未来12个月目标2.9万至3万点,继续看好AI相关股

格隆汇
Dec 01, 2025

12月1日,渣打北亚区投资总监郑子丰认为,过去几周港股业绩表现不算理想,为港股带来下行压力,预期恒指在25000关企稳。他期望外围可以扭转大市负面情绪,随着美联储12月降息机率上升,若美联储确实降息,未来投资情绪会有所改善,利好港股。此外,12月中央经济工作会议为长期政策部署,市场已适度反映,若出现短期利好措施,将为大市带来短暂利好。

展望明年,他指内地明年3月的两会固然重要,但也看全球政策导向,包括美国随劳动力出现恶化迹象、美国总统特朗普于中期选举前或会出台更多刺激政策。该行对恒指未来12个月目标是29000点至30000点,主因预期盈利前景将在低基数下反弹。他继续看好AI相关股,包括参与AI投资的平台,料可利用AI及大数据可接触到更大的客群,提升企业效益,建议趁整固时买入,对聚焦于传统外卖的企业则审慎。

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