富途证券:乐观情境下明年恒指目标有望达34000点

智通财经
Dec 09, 2025

智通财经APP获悉,富途证券首席分析师谭智乐表示,尽管面临利率变动、美联储减息周期及HIBOR上升等挑战,对港股2026年的走势仍然持乐观态度。展望明年,受益于估值的修正及科技行业增长带动下,预测恒生指数2026年目标为31000点;若宏观经济环境改善并且整体企业盈利收持续增长,乐观情境下目标有望可达34000点。

谭智乐指,今年香港IPO市场明显回暖,多只大型新股来港引起热潮,带动证券市场表现。今年港股活跃,恒指显著上升,大宗商品黄金及白银亦表现强势。

2025年港股,尤其恒生指数及恒生科技指数表现优秀,跑赢多个大型国际市场指标,交投量显著增加,反映大量资金流入,预期明年市况继续保持稳健增长。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10