Group 1 - The CEO of Schroders, Richard Oldfield, believes that there is an excessive concentration of funds in a few stocks in both US and Chinese markets, yet both markets remain promising [1] - The AI concept is expected to further drive profit growth for other companies, with a significant increase in liquidity for Chinese stocks [1] - By 2026, profit growth for Chinese enterprises is anticipated to become more widespread due to AI applications [1] Group 2 - The Hong Kong IPO market is expected to be quite active in 2025, attracting renewed interest from overseas investors in Chinese stocks [1] - Oldfield observes that foreign capital is re-entering China without a significant outflow of funds from the US dollar market, indicating that the rebound in Chinese stocks is largely due to cash that has been parked for a long time returning to the market [1]
施罗德：中美股市仍值得看好，AI概念可望带动其他企业盈利上升
Ge Long Hui A P P·2025-11-17 02:05