渣打集团(02888)发布公告，于2026年1月7日，该公司斥资969.52万英镑回购53.7万股股份，每股回购价 17.925-18.32英镑。 ...

智通财经APP讯，渣打集团(02888)发布公告，于2026年1月7日，该公司斥资969.52万英镑回购53.7万股 股份，每股回购价17.925-18.32英镑。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2026年1月8日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 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 ...

当前，全球经济格局加速演变，准确理解中国宏观趋势与市场机遇尤为重要，国际金融机构正深入研 判"十五五"开局之年的发展路径与投资机会。 新年伊始，来自汇丰银行、渣打银行等多家国际金融机构的首席经济学家、投资策略总监接受了证券时 报记者的采访，多家机构不约而同地将"十五五"规划建议作为分析核心，从增长目标、政策重点、产业 动能到资产"跟投"，系统勾勒出一幅以"内需主导、创新驱动、高水平开放"为关键词的中国经济新图 景。 保持中高速增长 向内需与创新要动力 对于2026年中国经济的增速设定，外资机构给出了贴近"潜在增长水平"的预测。 渣打银行大中华区及北亚首席经济学家丁爽预计，2026年的增长目标将设定在4.5%—5%，实际增速预 测为4.6%。"这一目标与潜在增长水平及2035年长期发展目标相匹配，也意味着增长模式将更侧重内需 主导与创新驱动。"丁爽指出。 汇丰银行环球投资研究大中华区首席经济学家刘晶认为，中国经济将继续推进结构性转型并保持合理增 长。他强调，在进出口更加趋于平衡的同时，包括消费和投资在内的国内需求将成为驱动增长的主要动 能。 "渣打银行自身也超配中国股票，预期定向的政策刺激，以及与人工智能主题相 ...

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！"。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。 渣打银行（中国）有限公司财富方案部总经理梁大伟表示："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。我们预期风险资产在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。渣打认为中国在2026年可能推出更果断但针对性刺激措施，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 ...

Group 1 - The global economic landscape is rapidly evolving, making it crucial to understand China's macro trends and market opportunities, with international financial institutions focusing on the "14th Five-Year Plan" as a core analysis framework [1] - Predictions for China's economic growth in 2026 are set between 4.5% and 5%, with an actual growth forecast of 4.6%, emphasizing a shift towards domestic demand and innovation-driven growth [2] - The focus on expanding domestic demand aligns with the goal of significantly increasing the household consumption rate as outlined in the "14th Five-Year Plan" [2] Group 2 - Foreign institutions express a preference for Chinese assets, recommending an overweight position in Chinese stocks due to expected improvements in corporate governance and targeted policy support for technology and innovation [3][4] - HSBC adopts a "barbell strategy" in the A-share market, balancing high-tech growth sectors with high-yield quality stocks to align with policy directions and capture benefits from AI-driven growth [4] - The international status of the Renminbi is expected to rise, with efforts to enhance its credibility and position as a core currency in the international financial system, marking the establishment of a "strong Renminbi policy" [5] Group 3 - Current foreign investment in Chinese assets is still considered "underweight," but this trend is changing due to the long-term potential of China's technology sector and the diversification of global asset allocation [6] - Following the "9.24" market rally in 2024, many global asset management firms have increased their allocation to Chinese assets, indicating a growing recognition of their long-term value [6]

中经记者 郝亚娟 夏欣 上海 北京报道 近日，渣打银行财富方案部发布《2026年全球市场展望》，从宏观层面看，2026年美国经济软着陆的概 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。渣打银行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。 在基础配置中，渣打银行建议超配美国、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。渣打银行认为中国在2026年可能推出更果断但针对性刺激措施，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。渣打银行仍然超配中国股票，预期 定向的政策刺激，以及与人工智能主题相关的强劲盈利增长，将为中国经济提供强有力的支持。 关于黄金，渣打银行维持超配黄金，3个月及12个月目标价分别为每盎司4350美元及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。 （编辑：杨井鑫 审核：朱紫云 校对：张国刚） ...

Core Viewpoint - Standard Chartered maintains its GDP growth forecast for Hong Kong at 2.5% for 2026, while raising the 2025 growth forecast from 2.8% to 3.3% due to better-than-expected economic performance in the first three quarters of 2025 [1] Economic Growth - The GDP growth forecast for Hong Kong in 2025 has been increased to 3.3% from the previous 2.8% [1] - The GDP growth forecast for 2026 remains at 2.5% [1] Inflation Predictions - The CPI inflation rate forecast for Hong Kong for 2026-2027 has been revised down from 2% to 1.5% [1] - The expected inflation rate for 2025 is also set at 1.5%, indicating stable and balanced inflationary pressures [1] Consumer Spending and Real Estate - Hong Kong household spending is expected to continue its recovery [1] - The real estate sector is projected to maintain an L-shaped recovery with potential for upward movement [1]

Core Viewpoint - The global market is entering a new round of asset allocation competition in 2026, with a focus on broader asset diversification to address uncertainties, following a rare bull market in 2025 where major global indices recorded positive returns, particularly in China and precious metals [2] Macro Environment - The global economy is expected to continue a moderate recovery in 2026, with the U.S. economy likely avoiding a hard landing, characterized by a "weaker appearance but supported by policy" [3] - The Federal Reserve may have room for three more interest rate cuts, contributing to a more accommodative monetary policy that supports risk assets [3] - Enhanced coordination of fiscal and monetary policies among major economies is anticipated, with flexibility in policy direction following previous tightening [3] - Geopolitical risks, including the Russia-Ukraine conflict and Middle East issues, remain unresolved, potentially shifting focus to Latin American countries [3] Asset Allocation - Standard Chartered recommends overweighting equities in the core investment portfolio while maintaining core positions in bonds, as the environment for risk assets is favorable but performance disparities will widen [4] - The U.S. and Asian markets (excluding Japan) are favored for equities, with particular emphasis on the resilience of U.S. stocks due to corporate earnings growth and easing geopolitical risks [4] - India is upgraded to overweight due to improved earnings and strong economic growth, while China is also favored, especially in technology, healthcare, and communications sectors [4] Sector Insights - European (excluding the UK) and Japanese stocks are downgraded to underweight, while technology stocks remain a focal point, shifting the investment logic from long-term narratives to current earnings certainty [5] - In the bond market, government bonds are recommended as a core stabilizer, with a preference for emerging market government bonds benefiting from moderate inflation and dovish monetary policy [5] Currency and Commodities - The dollar is expected to face pressure, with a decline in its structural advantages, while gold is maintained as a core hedging tool, with a mid-term target price of $4,350 per ounce in three months and $4,800 per ounce in twelve months [6] - Gold is viewed as a long-term asset rather than a short-term trading tool, while the oil market is constrained by supply-demand fundamentals, limiting price increases despite geopolitical volatility [6]

Group 1 - Standard Chartered's economist for Greater China, Chen Guanlin, expects HIBOR to closely reflect the trends of SOFR, with a forecast of 3-month HIBOR fluctuating around 3% in 2026, down from a previous estimate of 3.5% [1] - The bank anticipates that the U.S. economy will see accelerated growth due to AI-related investments, which may lead to an increase in inflation, thereby limiting the Federal Reserve's capacity for rate cuts in 2026 [1] - The Hong Kong Monetary Authority (HKMA) has intervened in the currency market by buying HKD and selling USD, resulting in a reduction of the banking system's aggregate balance from HKD 173.4 billion at the end of May to HKD 54.1 billion by the end of August [1] Group 2 - Standard Chartered indicates that due to a slowdown in capital inflows to the stock market and the ongoing recovery of the Hong Kong real estate market, there is limited room for further depreciation of the USD/HKD exchange rate in early 2026 [2] - The bank notes that seasonal factors towards the end of the year and index adjustments may lead to a slight tightening of HKD liquidity [2] - Ongoing debt swap activities may exert further appreciation pressure on HKD cross-currency swaps [2]