香港业界人士看好今年经济复苏韧性

Core Viewpoint - The Hong Kong market is expected to show resilience in economic recovery and capital market activity in 2026, driven by factors such as interest rate cuts by the Federal Reserve, global corporate profit recovery, and the growth of the AI industry [1] Group 1: Market Opportunities - Citibank's investment strategy head, 廖嘉豪, highlights three key supports for global stock markets: interest rate cuts by the Federal Reserve, recovery in global corporate earnings, and sustained growth in the AI sector [1] - The strong demand for AI applications is leading companies to increase capital expenditures, creating a positive feedback loop [1] - Sectors such as e-commerce, gaming, and tourism are experiencing robust profit recoveries, with AI applications effectively alleviating competitive pressures in these industries [1] Group 2: IPO and Market Activity - UBS expresses optimism about the vitality of the Hong Kong capital market, predicting that the IPO scale in Hong Kong could exceed 300 billion HKD in 2026, with the number of new listings potentially reaching 150 to 200 companies [1] Group 3: Real Estate Market - Standard Chartered Bank focuses on the macroeconomic fundamentals of Hong Kong, noting that the ongoing effectiveness of talent recruitment policies and an increase in non-local students in higher education are expected to generate new housing demand [1] - This backdrop suggests that the Hong Kong real estate sector may continue its recovery trend this year, with potential for further upward movement [1]