香港財政司司長陳茂波:預計港股將繼續維持強勁
香港財政司司長陳茂波在彭博投資峯會表示,港股將繼續保持強勁,併爲私人消費提供支持。
陳茂波指出,外資之前低配中國資產,DeepSeek崛起令外資重新評估內地的技術實力和創新潛力,資金陸續迴流,也見到不少新股準備上市。
他稱,地緣政治下,內地科技股到美國上市難度增加,若尋求國際融資,香港是自然選擇,中央也支持內地龍頭企業來港上市,已提醒證監會及港交所做好中概股回港上市的工作準備。
對於目前美元偏弱,陳茂波指出,資金流動方向可以變化很快,要確保金融安全,但無論置業或做生意,現在都可以受惠低息;認爲扣好安全帶,並在充裕流動性中獲益,這是市場行爲,當局不會幹預,歡迎現在的低息。他還稱,內地大循環戰略要激活內需,中央政府推動企業出海,在商業考量下,內地若佈局東南亞等新興市場,將帶動區域經濟增長。
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