老虎国际：维持恒指今年目标30000点看好创新药、平台及新消费股

智通财经01-14

智通财经APP获悉，老虎国际全球合伙人徐杨指出，上半年对港股、A股较有信心，其中，在港股中，创新药、互联网平台股、新消费股会较看好。虽然股市今年开局畅旺，他称暂时维持今年恒指目标30000点;A股则为5000点。资产配置比例方面，建议美国占25%;大中华占60%;固定收益占10%至15%。他称，AI可视作15至20年长线投资，但要提防短期下跌风险，针对近日众多AI相关股上市，他称，在券商角度，相关...

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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。

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天王山
01-15
天王山
先把自己股票做好吧。垃圾

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ACC","BK4587":"ChatGPT概念","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC"},"translate_title":"Tiger International: Maintaining the Hang Seng Index's target of 30,000 points this year, optimistic about innovative drugs, platforms and new consumer stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"513600":0.6,"MCHmain":0.6,"02833":0.6,"HBBD.SI":0.6,"ALBmain":0.6,"NQGM":0.6,"TIGR":1.91,"HHImain":0.6,"TCHmain":0.6,"HTCD.SI":0.6},"content_text":"智通财经APP获悉，老虎国际全球合伙人徐杨指出，上半年对港股、A股较有信心，其中，在港股中，创新药、互联网平台股、新消费股会较看好。虽然股市今年开局畅旺，他称暂时维持今年恒指目标30000点;A股则为5000点。资产配置比例方面，建议美国占25%;大中华占60%;固定收益占10%至15%。他称，AI可视作15至20年长线投资，但要提防短期下跌风险，针对近日众多AI相关股上市，他称，在券商角度，相关公司基本靠情绪面驱动，打新虽在技术层面可赚钱，但他称，纯大模型公司估值很高，跑道存活率低，且有监管风险，股价回调风险较大，亦直言暂时没有看到盈利特别靠谱的纯大模型公司上市，且其未来盈利压力非常大。因此他会较看好阿里(09988)、腾讯(00700)本身有盈利及大模型落地能力的平台股。徐杨亦预计，美股于未来5至7年年化平均收益率介于3%至5%，水平较低，因美国经济周期及估值皆处于较高阶段，公司盈利表现或未有预期般好。至于他看好A股，则因估值便宜、投资信心增加及人民币升值，但建议投资者关注A股中，海外收入较多、海外定价能力及在内地拥有完整供应链的公司。基于IPO赚钱效应及A+H股质量良好。老虎证券(香港)首席运营官王珊则称，今年香港IPO表现应不会差。她亦提到，截止本月13日，对比上月首10个交易日，该行孖展额已翻倍上升。此外，她亦称，未来2年公司计划在港投资1亿美元，投入至基础设施及人力资源等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":522033088660608,"gmtCreate":1768485451418,"gmtModify":1768485837620,"author":{"id":"3586602504724745","authorId":"3586602504724745","name":"天王山","avatar":"https://static.tigerbbs.com/d1662614c97ff96d8cf12f40e3f22979","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586602504724745","authorIdStr":"3586602504724745"},"htmlText":"先把自己股票做好吧。垃圾","listText":"先把自己股票做好吧。垃圾","text":"先把自己股票做好吧。垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522033088660608","repostId":2603779661,"repostType":2,"repost":{"id":"2603779661","kind":"news","pubTimestamp":1768370121,"share":"https://www.laohu8.com/m/news/2603779661?lang=zh_CN&edition=full","pubTime":"2026-01-14 13:55","market":"fut","language":"zh","title":"老虎国际：维持恒指今年目标30000点 看好创新药、平台及新消费股","url":"https://stock-news.laohu8.com/highlight/detail?id=2603779661","media":"智通财经","summary":"智通财经APP获悉，老虎国际全球合伙人徐杨指出，上半年对港股、A股较有信心，其中，在港股中，创新药、互联网平台股、新消费股会较看好。虽然股市今年开局畅旺，他称暂时维持今年恒指目标30000点;A股则为5000点。至于他看好A股，则因估值便宜、投资信心增加及人民币升值，但建议投资者关注A股中，海外收入较多、海外定价能力及在内地拥有完整供应链的公司。她亦提到，截止本月13日，对比上月首10个交易日，该行孖展额已翻倍上升。","content":"<html><body><p>智通财经APP获悉，老虎国际全球合伙人徐杨指出，上半年对港股、A股较有信心，其中，在港股中，创新药、互联网平台股、新消费股会较看好。虽然股市今年开局畅旺，他称暂时维持今年恒指目标30000点;A股则为5000点。资产配置比例方面，建议美国占25%;<a href=\"https://laohu8.com/S/00021\">大中华</a>占60%;固定收益占10%至15%。</p><p>他称，AI可视作15至20年长线投资，但要提防短期下跌风险，针对近日众多AI相关股上市，他称，在券商角度，相关公司基本靠情绪面驱动，打新虽在技术层面可赚钱，但他称，纯大模型公司估值很高，跑道存活率低，且有监管风险，股价回调风险较大，亦直言暂时没有看到盈利特别靠谱的纯大模型公司上市，且其未来盈利压力非常大。因此他会较看好<a href=\"https://laohu8.com/S/BABA\">阿里</a>(09988)、<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)本身有盈利及大模型落地能力的平台股。</p><p>徐杨亦预计，美股于未来5至7年年化平均收益率介于3%至5%，水平较低，因美国经济周期及估值皆处于较高阶段，公司盈利表现或未有预期般好。至于他看好A股，则因估值便宜、投资信心增加及人民币升值，但建议投资者关注A股中，海外收入较多、海外定价能力及在内地拥有完整供应链的公司。</p><p>基于IPO赚钱效应及A+H股质量良好。老虎证券(香港)首席运营官王珊则称，今年香港IPO表现应不会差。她亦提到，截止本月13日，对比上月首10个交易日，该行孖展额已翻倍上升。此外，她亦称，未来2年公司计划在港投资1亿美元，投入至基础设施及人力资源等。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>老虎国际：维持恒指今年目标30000点 看好创新药、平台及新消费股</title>\n<style 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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老虎国际：维持恒指今年目标30000点 看好创新药、平台及新消费股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1392648.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，老虎国际全球合伙人徐杨指出，上半年对港股、A股较有信心，其中，在港股中，创新药、互联网平台股、新消费股会较看好。虽然股市今年开局畅旺，他称暂时维持今年恒指目标30000点;A股则为5000点。资产配置比例方面，建议美国占25%;大中华占60%;固定收益占10%至15%。他称，AI可视作15至20年长线投资，但要提防短期下跌风险，针对近日众多AI相关股上市，他称，在券商角度，相关...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1392648.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","513600":"恒生指数ETF南方","BK1609":"ChatGPT概念","LU0823426480.USD":"法巴中国股票经典Dis","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK1610":"ETF&股票定投概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK1575":"同股不同权","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0488056044.USD":"Allianz Asian 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老虎国际：维持恒指今年目标30000点 看好创新药、平台及新消费股

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老虎国际：维持恒指今年目标30000点看好创新药、平台及新消费股