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汇丰廖宜建:环球资本市场尚未反映中国AI及电动车等领域在国际上地位
阿思达克 09-01 16:31
汇丰亚洲及中东地区联席行政总裁廖宜建表示,内地资本市场受惠于投资者信心回升、企业基本因素持续改善,以及宏观经济增长保持稳定,整体市场气氛回暖。多方面都证明,中国市场不止是值得投资,更是投资者不能忽视的市场。虽然人工智能、电动车、无人机、机械人及医药等多个行业迅速发展,在国际舞台已占一席位,但是在环球资本市场还未能够反映出来。 他提及,汇丰环球投资研究近日参考近300个环球新兴市场主动型基金,中资股占整个资产组合,由2024年8月22.5%上升至目前28%。尽管如此,这些基金持有中资股的比例,仍然低于基准指数的水平。 他进一步称,可以进一步善用互联互通机制,巩固香港国际金融中心汇聚内地和国际资本双向流动的功能。该行估计,至2030年,内地居民的财富将上升至800万亿人民币,当中55万亿人民币可能会投入保险和退休保障相关产品。假如部分资金可以透过互联互通机制,在闭环的情况下投资境外的股票、债券等,除了成为未来香港股市和债市的一大动力,并将鼓励更多企业利用这个既深且广的资本市场融资,为他们加快创新和吸引人才奠下良好基础。因此,汇丰期待与客户一起发掘这个庞大机遇。
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