Group 1 - The nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump has reduced market expectations for interest rate cuts, leading to a reversal in the dollar's decline and impacting Hong Kong stocks [1] - The head of Asian portfolio management at Swiss Longo, Shao Zhiming, anticipates that Hong Kong stocks could reach approximately 30,000 points this year, indicating a potential high single-digit percentage increase from current levels [1] - Investor confidence in the independence of the Federal Reserve has wavered recently, with expectations that the dollar will depreciate overall, but at a slower pace [1] Group 2 - There has been a slowdown in capital inflows into Hong Kong stocks compared to last year, with a slight decrease in net inflows from the north, suggesting a slow bull market pattern [1] - The inflow situation in emerging markets has also shown fluctuations, but the overall trend remains positive, indicating ongoing volatility [1] - The recent volatility in gold prices has led both central banks and institutional investors to increase their gold allocations to hedge against geopolitical risks, significantly boosting demand for gold [1]
瑞士隆奥：料恒指今年仍有望挑战3万点 维持对黄金高配
Zhi Tong Cai Jing·2026-02-02 07:37