匯豐廖宜建:環球資本市場尚未反映中國AI及電動車等領域在國際上地位
匯豐亞洲及中東地區聯席行政總裁廖宜建表示,內地資本市場受惠於投資者信心回升、企業基本因素持續改善,以及宏觀經濟增長保持穩定,整體市場氣氛回暖。多方面都證明,中國市場不止是值得投資,更是投資者不能忽視的市場。雖然人工智能、電動車、無人機、機械人及醫藥等多個行業迅速發展,在國際舞台已佔一席位,但是在環球資本市場還未能夠反映出來。
他提及,匯豐環球投資研究近日參考近300個環球新興市場主動型基金,中資股佔整個資產組合,由2024年8月22.5%上升至目前28%。儘管如此,這些基金持有中資股的比例,仍然低於基準指數的水平。
他進一步稱,可以進一步善用互聯互通機制,鞏固香港國際金融中心匯聚內地和國際資本雙向流動的功能。該行估計,至2030年,內地居民的財富將上升至800萬億人民幣,當中55萬億人民幣可能會投入保險和退休保障相關產品。假如部分資金可以透過互聯互通機制,在閉環的情況下投資境外的股票、債券等,除了成為未來香港股市和債市的一大動力,並將鼓勵更多企業利用這個既深且廣的資本市場融資,為他們加快創新和吸引人才奠下良好基礎。因此,匯豐期待與客戶一起發掘這個龐大機遇。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.