施罗德:对内地和香港股市看法正面,看好医疗护理及贵金属板块
Xin Lang Cai Jing·2026-02-26 13:33

Group 1 - The investment outlook for the mainland and Hong Kong stock markets is positive, supported by factors such as a weakening US dollar, declining interest rates in the mainland, and reasonable valuation levels [1] - The focus will be on companies with strong earnings performance, particularly in the healthcare and precious metals sectors [1] - Healthcare stocks are expected to benefit from ample liquidity and government support for innovative drugs, with a preference for industry leaders and companies with late-stage drug pipelines [1] Group 2 - Schroders has recently re-engaged in commercial property loans in Hong Kong, indicating that the commercial real estate market is in a bottoming process, dependent on the overall performance of the Hong Kong economy [1]

施罗德:对内地和香港股市看法正面,看好医疗护理及贵金属板块 - Reportify