摩根大通发表报告指，受惠于周期性复苏的同步推进以及有利的流动性环境，MSCI香港指数年初至今已上升13%，表现优于主要离岸中国股市基准(MSCI中国指数下跌5%，恒生指数上升1%)。香港的复苏基础广泛，始于较低的基数，涵盖房地产(二手价格从低谷反弹15%)、金融(强劲的融资与交易活动)以及消费(2026年第一季零售额按年增长12%)，带动自2025年以来远期每股盈利预测上调11%。展望未来，该行的...
Source Link摩根大通发表报告指，受惠于周期性复苏的同步推进以及有利的流动性环境，MSCI香港指数年初至今已上升13%，表现优于主要离岸中国股市基准(MSCI中国指数下跌5%，恒生指数上升1%)。香港的复苏基础广泛，始于较低的基数，涵盖房地产(二手价格从低谷反弹15%)、金融(强劲的融资与交易活动)以及消费(2026年第一季零售额按年增长12%)，带动自2025年以来远期每股盈利预测上调11%。展望未来，该行的...
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