Core Viewpoint - UBS Wealth Management's Chief Investment Officer for Asia Pacific, Chen Minlan, anticipates a 15% upside potential for Hong Kong and A-shares this year [1] Group 1: Market Outlook - The firm is optimistic about European, Chinese, and Japanese stock markets, with a preference for H-shares over A-shares due to a positive outlook on Chinese tech stocks listed in Hong Kong [1] - The expected average earnings growth for Chinese tech stocks over the next few years is projected to reach 25% or more [1] Group 2: Investment Themes - There are interesting "bottom-up" investment themes within Chinese stocks, particularly in areas such as technology autonomy, which includes companies related to artificial intelligence, automation, and robotics [1] - The firm also expresses optimism for sectors such as healthcare, new consumption, and high-yield financial stocks [1]
瑞银财富：预计2026年港股和A股有15%上升空间
Zhi Tong Cai Jing·2026-01-20 07:20