日前，渣打银行财富方案部发布《2026年全球市场展望》，主题为 "浮沤危悬？多元布局！"。 在采访中，渣打中国财富方案部投资策略总监王昕杰表示，从宏观层面看，2026年美国经济软着陆的几率上 升，随着全球贸易紧张局势缓和、主要经济体将推进宽松的财政和货币政策，以及人工智能蓬勃发展，风险资 产预期将表现领先。 渣打方面建议，投资者在基础投资组合中超配股票和黄金，对于中国资产则重点关注科技、健康护理和通信行 业。 超配中国股票 "站在2026年的新起点，全球市场正面临关键的转折，地缘政治冲突、人工智能泡沫等讨论备受关注。我们预 见，美元的结构性支撑将逐步减弱，而亚洲经济的韧性与改革红利正日益凸显。"渣打银行（中国）有限公司 财富方案部总经理梁大伟指出。 渣打预期，风险资产在2026年将表现领先，在市场上升的同时分化将更为明显，建议在更广泛的资产类别中进 行分散投资。面对增长动能转换与地缘格局重塑的双重变奏，投资者更需要在不确定性中保持定力，在变化中 前瞻布局。 在基础配置中，渣打建议超配美国、印度和中国股票，新兴市场债以及黄金，同时低配欧洲、英国和日本股 票。其中，中国股票则有望获益于企业治理的改善，以及针对科技 ...

Core Viewpoint - Standard Chartered Bank forecasts that risk assets will perform well by 2026 due to easing global trade tensions, expansionary fiscal and monetary policies from major economies, and the growth of artificial intelligence [1] Investment Strategy - The bank recommends overweighting stocks and gold in the core investment portfolio, with a focus on technology, healthcare, and telecommunications sectors in China [1][2] - In terms of asset allocation, Standard Chartered suggests overweighting U.S., Indian, and Chinese stocks, emerging market bonds, and gold, while underweighting European, UK, and Japanese stocks [2] Bond Market Outlook - Standard Chartered views global bonds as a core holding, preferring government bonds over corporate bonds, and recommends overweighting emerging market government bonds [2] - For U.S. Treasury bonds, the bank believes that 5-7 year bonds will provide a balance between higher yields and managing fiscal and inflation risks [2] Stock Market Outlook - The bank maintains an overweight position on global stocks, favoring U.S. and Asian (excluding Japan) equities, supported by strong earnings growth and a soft landing expectation for the economy [2] - Chinese stocks are expected to benefit from improved corporate governance and targeted policy support for technology and innovation [2] Currency Outlook - Standard Chartered anticipates that the U.S. dollar index will peak around 100.5 in the next three months, with short-term support from cautious Fed policies and geopolitical risks [3] - Over the next 12 months, the structural support for the dollar is expected to weaken as the Fed shifts towards easing and other major central banks near the end of their rate hike cycles [3] Commodity Outlook - The bank maintains an overweight position on gold, with target prices of $4,350 and $4,800 per ounce for the next three and twelve months, respectively, driven by ongoing demand from emerging market central banks [3] - For crude oil, Standard Chartered expects prices to remain around $61 per barrel in the next three months and $60 per barrel in the next twelve months, with supply surplus limiting potential price rebounds from geopolitical risks [3]

智通财经APP讯，渣打集团(02888)发布公告，于2026年1月5日，该公司斥资996.19万英镑回购53.59万股 股份;注销136.12万股已回购股份。 ...

格隆汇1月6日丨渣打集团(02888.HK)发布公告，2026年1月5日耗资996.2万英镑回购53.59万股。 ...

智通財經APP訊，渣打集團(02888)發佈公告，於2026年1月5日，該公司斥資996.19萬英鎊回購53.59萬股 股份;註銷136.12萬股已回購股份。 ...

| 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2026年1月2日 | | 2,264,364,528 | | 0 | | | 2,264,364,528 | | 1). 購回股份 (股份購回並註銷) | | | -533,312 | 0.0236 % | | GBP | 18.0664 | | | 於2025年 ...

Summary of Key Points Group 1: 52-Week Highs - A total of 134 stocks reached their 52-week highs as of January 6, with the highest increase recorded by Macau Legend Development (02962) at 96.00% [1] - Other notable stocks include Auda Holding (09929) with a high rate of 38.57% and China National Pharmaceutical Group (08247) at 24.80% [1] - The closing prices and peak prices for these stocks were as follows: Macau Legend Development at 0.066 and 0.098, Auda Holding at 0.920 and 0.970, and China National Pharmaceutical Group at 3.170 [1] Group 2: 52-Week Lows - The report also highlighted stocks that reached their 52-week lows, with the largest decline seen in Xie Tong Communication (02996) at -29.41% [4] - Other significant declines included Starry Sky Chinese Culture (06698) at -14.14% and Huazhong Biotech - B (02396) at -12.63% [4] - The closing and lowest prices for these stocks were: Xie Tong Communication at 0.016 and 0.012, Starry Sky Chinese Culture at 0.940 and 0.850, and Huazhong Biotech - B at 12.000 and 11.900 [4]

在基础配置中，渣打建议超配美国、印度和中国股票，新兴市场债以及黄金。渣打认为中国在2026年可 能推出更果断但针对性强的刺激措施，尤其是"十五五"规划建议的发布，重点提出了加快先进技术的投 资以提升自主能力和生产力。渣打银行建议超配中国股票，预期定向的宽松政策以及与人工智能主题相 关企业的强劲盈利增长，将为中国经济提供强有力的支持。 黄金和原油市场而言，渣打银行预期未来12个月黄金目标价每盎司4800美元。新兴市场央行持续的需求 与有利的宏观环境，有望维持黄金涨势；同时，渣打预期在未来3个月及12个月，纽约期油价格将分别 维持在每桶约61美元及60美元水平，供应过剩应该会限制由潜在地缘政治风险引发的短暂油价反弹。 新华财经上海1月6日电（记者王淑娟）渣打银行财富方案部6日发布的《2026年全球市场展望》认为， 随着全球贸易紧张局势缓和、主要经济体将推进宽松的财政和货币政策，以及人工智能蓬勃发展，风险 资产预期将表现领先。展望2026年，渣打银行看好股票和黄金市场，对于中国股票市场则重点关注科 技、健康护理和通信行业。 （文章来源：新华财经） 渣打银行（中国）有限公司财富方案部总经理梁大伟表示，"全球市场正面临 ...

渣打集团(02888)发布公告，于2026年1月2日斥资1005.37万英镑回购54.42万股。 ...

格隆汇1月5日丨渣打集团(02888.HK)发布公告，2026年1月2日耗资1005.37万英镑回购54.42万股，每股 回购价18.27-18.55英镑。 ...