光大证券国际：预期恒指明年有机会再次见到30000点以上

Core Viewpoint - The expectation is that major central banks will maintain accommodative policies in the first half of 2026 to stabilize the economy, with potential support for emerging markets and Hong Kong stock markets [1] Group 1: Economic Outlook - The U.S. tariff policy and record number of government shutdown days are expected to have a short-term impact on market sentiment [1] - A potential interest rate cut in the U.S. in the first half of next year is anticipated to support capital flows into emerging markets [1] Group 2: Market Predictions - There is an opportunity for the Hang Seng Index to exceed 30,000 points again next year [1] - Key sectors to watch for investment opportunities in 2026 include Chinese financials, smart technology, energy and non-ferrous metals, and local financials [1]