富达国际：看好中美股市2026年表现对欧洲股市保持观望态度

智通财经01-07

智通财经APP获悉，富达国际表示，2025年全球市场表现理想，展望2026年资产配置策略，继续选择性偏重股票，以把握市场机遇并管理潜在风险。该行看好中美两国股市，认为中国市场的估值依然具吸引力，对欧股则保持观望。富达国际投资策略董事简立恒表示，随着市场预期利率政策保持宽松，这带动流动性与投资情绪。尽管劳动市场显示放缓迹象，企业活动与盈利仍保持韧性，短期财政刺激亦有望在2026年上半年延续经济动能。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2601733718?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-07 16:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601733718","market":"fut","top_or_hot":-1,"title":"富达国际：看好中美股市2026年表现 对欧洲股市保持观望态度","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，富达国际表示，2025年全球市场表现理想，展望2026年资产配置策略，继续选择性偏重股票，以把握市场机遇并管理潜在风险。该行看好中美两国股市，认为中国市场的估值依然具吸引力，对欧股则保持观望。富达国际投资策略董事简立恒表示，随着市场预期利率政策保持宽松，这带动流动性与投资情绪。尽管劳动市场显示放缓迹象，企业活动与盈利仍保持韧性，短期财政刺激亦有望在2026年上半年延续经济动能。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1389806.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>富达国际：看好中美股市2026年表现 对欧洲股市保持观望态度</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富达国际：看好中美股市2026年表现 对欧洲股市保持观望态度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1389806.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，富达国际表示，2025年全球市场表现理想，展望2026年资产配置策略，继续选择性偏重股票，以把握市场机遇并管理潜在风险。该行看好中美两国股市，认为中国市场的估值依然具吸引力，对欧股则保持观望。富达国际投资策略董事简立恒表示，随着市场预期利率政策保持宽松，这带动流动性与投资情绪。尽管劳动市场显示放缓迹象，企业活动与盈利仍保持韧性，短期财政刺激亦有望在2026年上半年延续经济动能。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1389806.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572944931.SGD","symbol_name":"Janus Henderson Horizon China Opportunities A2 SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1389806.html","article_id":"2601733718","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601733718","pubTimestamp":1767774122,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，富达国际表示，2025年全球市场表现理想，展望2026年资产配置策略，继续选择性偏重股票，以把握市场机遇并管理潜在风险。该行看好中美两国股市，认为中国市场的估值依然具吸引力，对欧股则保持观望。富达国际投资策略董事简立恒表示，随着市场预期利率政策保持宽松，这带动流动性与投资情绪。富达持续看好中国内地股市，中美贸易关系已趋于稳定，整体增长势头向好，降低了立即采取政策行动的迫切性。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4526":"热门中概股","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","BK4503":"景林资产持仓","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","BK4022":"陆运","LU0048575426.USD":"FIDELITY EMERGING MARKETS \"A\" INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","BK4232":"货物陆运","LU0261950470.USD":"FIDELITY EMERGING MARKETS \"A\" ACC","BK4548":"巴美列捷福持仓","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","YMM":"满帮","LU0359201612.USD":"贝莱德中国基金A2","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","BK4539":"次新股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC"},"translate_title":"Fidelity International: Optimistic about the performance of Chinese and US stock markets in 2026 and maintaining a wait-and-see attitude towards European stock markets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YMM":1.5},"content_text":"智通财经APP获悉，富达国际表示，2025年全球市场表现理想，展望2026年资产配置策略，继续选择性偏重股票，以把握市场机遇并管理潜在风险。该行看好中美两国股市，认为中国市场的估值依然具吸引力，对欧股则保持观望。富达国际投资策略董事简立恒表示，随着市场预期利率政策保持宽松，这带动流动性与投资情绪。尽管劳动市场显示放缓迹象，企业活动与盈利仍保持韧性，短期财政刺激亦有望在2026年上半年延续经济动能。从资产配置角度，固定收益上，富达仍高度看好高评级企业债券。同时，美国国债的传统避险优势略显减弱，市场承压期间，德国政府债及黄金的避险需求更突出。地域配置方面，对美国股票维持超配。美联储持续宽松及贸易政策不确定性下降，支撑市场情绪与风险偏好。虽然市场集中度偏高，但科技板块盈利仍具动能，AI投资趋势愈加明显。对欧洲股市则保持观望，尽管政策乐观推动市场反弹，但企业盈利增长逊于预期，欧洲央行利率已接近中性，进一步宽松可能性有限。亚洲股票2025年表现强劲，大中华股票表现最理想，全年平均回报达33.71%。其次为香港股票及亚太区日本除外股票，回报分别为31.69%及29.26%。整体区内通胀温和，美联储减息有助缓解利差压力，部分亚洲央行更具备进一步宽松空间。富达持续看好中国内地股市，中美贸易关系已趋于稳定，整体增长势头向好，降低了立即采取政策行动的迫切性。中国市场的估值依然具吸引力，内地在创新、人工智能及生物科技等领域的全球竞争力亦持续提升。此外，中国内地政府推动“反内卷”政策，旨在改善竞争环境、促进产业升级，亦为市场带来额外催化剂。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601733718","isCrawlerRequest":true}

富达国际：看好中美股市2026年表现 对欧洲股市保持观望态度

精彩评论

富达国际：看好中美股市2026年表现对欧洲股市保持观望态度