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法巴:预计2026年恒指基本目标为28500点 看好AI、机器人等板块
Zhi Tong Cai Jing· 2026-01-09 08:19
Core Viewpoint - The chief investment strategist of BNP Paribas Wealth Management in Hong Kong, Tan Huimin, is optimistic about the global stock market performance in 2026, predicting the Hang Seng Index (HSI) to reach a target of 28,500 points for the year [1] Group 1: Stock Market Outlook - The strategist is bullish on sectors such as artificial intelligence (AI) and robotics within the Hong Kong stock market, as well as favoring high-dividend stocks [1] - Despite many global stock markets reaching historical highs, the mainland and Hong Kong stock markets have not yet peaked, primarily due to a significant rebound in Hong Kong stocks last year [1] - It is estimated that the increase in stock prices this year will not match last year's performance, with a preference for a "slow bull" market without major stimulus policies [1] Group 2: Currency and Real Estate Insights - The USD to RMB exchange rate is expected to remain around the level of 7 throughout the year [1] - In terms of the Hong Kong real estate market, residential property prices are anticipated to remain stable, while commercial real estate is expected to have not fully adjusted yet [1]