本文源自：金融界AI电报 汇丰分析师在一份研究报告中称，香港股市2026年料将维持强劲势头。这些分析师表示，港股创下2017 年以来"最好的涨势"，并且随着盈利改善，这一势头很可能在2026年持续。他们表示："强大的支撑因 素现已就位，我们感觉更有信心了。"汇丰分析师指出，一个新出现的方面是房地产市场正在好转， 2025年房价上涨了5%，并补充说，过去三个月消费者支出也已复苏。汇丰表示："一个逐步企稳、能够 恢复消费者信心并推动消费者支出增长的住宅市场——这是一个有利于盈利增长的良方。" ...

2025年12月31日，香港股市迎来年度最后一个交易日，并因元旦假期安排提前收市。当日市场交易结束 后，两大核心股指的全年表现数据出炉。 根据收盘数据，恒生指数在2025年全年累计上涨27.77%，这一年度涨幅创下了自2017年以来的最佳纪 录。同日，恒生科技指数全年累计涨幅达到23.45%，自该指数于2020年推出以来，此表现为其历史最 佳年度涨幅。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 在最后一个半日交易日中，恒生指数收跌0.87%，恒生科技指数收跌1.12%。从盘面看，医疗、金融及 消费行业板块跌幅居前，而有色金属类股票则逆势上涨。 ...

Group 1 - Prusik Investment Management has seen substantial returns due to its strategic investments in Hong Kong's real estate and conglomerate stocks, which were previously undervalued [1] - The flagship fund of Prusik Investment Management, with a size of $787 million, allocates over one-third of its capital to Hong Kong companies, while the MSCI Asia Pacific (ex-Japan) index has a Hong Kong allocation of just over 5% [1] - The fund has outperformed 95% of its peers this year, benefiting from a strong rebound in the Hong Kong stock market after years of decline influenced by U.S. Federal Reserve policies and a slowing Chinese economy [1][4] Group 2 - As of July 23, the Prusik Investment Asia Equity Income Fund has achieved a return rate of over 19% for 2025, with a cumulative return of over 250% since its inception at the end of 2010, significantly surpassing the MSCI benchmark index's increase of approximately 106% [4] - Key holdings for the fund in the first half of 2025 include Cheung Kong Holdings, First Pacific, and Jardine Matheson, with Hong Kong stocks still trading at lower price-to-earnings and price-to-book ratios compared to regional peers [4] Group 3 - The sentiment towards Hong Kong among global investors is shifting positively, driven by the revaluation of Chinese tech stocks, a surge in new listings, and China's economic resilience in the face of U.S. tariffs, pushing the Hang Seng Index to a near four-year high [5] - The company maintains an optimistic outlook for Hong Kong, suggesting that the current market rally may not be over yet [5] Group 4 - The company has increased its investments in Southeast Asia, particularly in Indonesia, Thailand, and the Philippines, which have experienced significant volatility due to global investor concerns over political noise and tariffs [8] - Indonesia's economy is growing at approximately 5%, with attractive dividend yields of 6% on stocks, focusing on consumer and financial sectors while avoiding cyclical sectors like cement and non-dividend-paying internet companies [8] - The company identifies stocks with price-to-earnings ratios of only 5-6 times that possess growth potential and strong management, indicating a significant discount compared to their expected valuations of 10-15 times [8]

香港股市收盘， 恒生指数收跌0.57%， 恒生科技指数收跌0.70%。 ...