Core Viewpoint - Standard Chartered maintains an "overweight" rating on Chinese stocks, predicting the Hang Seng Index will range between 28,000 and 30,000 points over the next 12 months [1] Economic Outlook - The Chief Investment Officer for North Asia at Standard Chartered, Zheng Zifeng, anticipates that the government will introduce more targeted stimulus measures in 2026, the first year of the 14th Five-Year Plan, to boost the economy [1] - If investment sentiment worsens, geopolitical tensions escalate, expectations for U.S. Federal Reserve rate cuts decline, or policy support is insufficient, the Hang Seng Index could drop to a range of 26,000 to 28,000 points [1] Sector Ratings - The healthcare sector rating has been upgraded to "overweight" [1] - The telecommunications and technology sectors maintain an "overweight" rating [1] - The non-essential consumer goods sector rating has been downgraded to "core" [1]
渣打：维持“超配”中国股票，恒指12个月基本区间预测28000至30000点
Ge Long Hui A P P·2025-12-17 06:10