耀才证券投资论坛：恒指下半年有望挑战26000点坚定看好AI赛道

智通财经网06-29

智通财经APP获悉，耀才证券金融(01428)6月27日举办《2026下半年全球投资论坛》。其中提到，港股半年结后有望改善，恒指或重上25500至26000点，AI相关板块前景坚定看好；新股可与亲友共同申购提高中签率；而美股个股期货将于夏季推出，可在亚洲时段以15%保证金交易；上半年港股主题集中在AI大模型、AI硬件、存储芯片及光通信，投资者可分散配置牛熊证或权证，避免资金过度集中。耀才证券执行...

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.laohunote.com/m/news/2647308322?lang=zh_CN&edition=full","thumbnail":"https://img.zhitongcaijing.com/image/20260629/20260629154827_26683.png?x-oss-process=image/format,jpg/quality,q_60&image_source=0","is_english":false,"pubTime":"2026-06-29 15:47","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2647308322","market":"sg","top_or_hot":-1,"title":"耀才证券投资论坛：恒指下半年有望挑战26000点 坚定看好AI赛道","media":"智通财经网","content":"<div>\n<p>智通财经APP获悉，耀才证券金融(01428)6月27日举办《2026下半年全球投资论坛》。其中提到，港股半年结后有望改善，恒指或重上25500至26000点，AI相关板块前景坚定看好；新股可与亲友共同申购提高中签率；而美股个股期货将于夏季推出，可在亚洲时段以15%保证金交易；上半年港股主题集中在AI大模型、AI硬件、存储芯片及光通信，投资者可分散配置牛熊证或权证，避免资金过度集中。耀才证券执行...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1460273.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","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>耀才证券投资论坛：恒指下半年有望挑战26000点 坚定看好AI赛道</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耀才证券投资论坛：恒指下半年有望挑战26000点 坚定看好AI赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-29 15:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1460273.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，耀才证券金融(01428)6月27日举办《2026下半年全球投资论坛》。其中提到，港股半年结后有望改善，恒指或重上25500至26000点，AI相关板块前景坚定看好；新股可与亲友共同申购提高中签率；而美股个股期货将于夏季推出，可在亚洲时段以15%保证金交易；上半年港股主题集中在AI大模型、AI硬件、存储芯片及光通信，投资者可分散配置牛熊证或权证，避免资金过度集中。耀才证券执行...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1460273.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":"FT_SY_HHI","symbol_name":"H股指数","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1460273.html","article_id":"2647308322","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/image/20260629/20260629154827_26683.png?x-oss-process=image/format,jpg/quality,q_60&image_source=0"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2647308322","pubTimestamp":1782719249,"columns":[{"name":"港股","id":23,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"港股上半年主题炒作集中在AI大模型、AI硬件、存储芯片及光通信等方向，建议投资者保持开放思维。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82800":"盈富基金-R","83115":"安硕恒生指数—R","513600":"恒生指数ETF南方","HSI":"恒生指数","03037":"南方恒指ETF","03419":"A GX恒指备兑","09115":"安硕恒生指数—U","07500":"南方两倍做空恒指","01428":"耀才证券金融","03115":"安硕恒生指数","02800":"盈富基金","07200":"南方两倍做多恒指","HSTECH":"恒生科技指数","07300":"FI南方恒指","BK1147":"投资银行业与经纪业","02833":"恒指ETF"},"translate_title":"Yaocai Securities Investment Forum: Hang Seng Index is expected to challenge 26,000 points in the second half of the year, firmly optimistic about AI track","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cf19ca0300b34d40e975f7b22907ae3e","symbols_score_info":{"82800":0.6,"83115":0.6,"513600":0.6,"01428":1.95,"03419":0.6,"09115":0.6,"07500":0.6,"HHImain":0.6,"MCHmain":0.6,"03037":0.6,"07300":0.6,"03115":0.6,"02800":0.6,"HSI":1.93,"02833":0.6,"07200":0.6,"HSTECH":1.93},"content_text":"智通财经APP获悉，耀才证券金融(01428)6月27日举办《2026下半年全球投资论坛》。其中提到，港股半年结后有望改善，恒指或重上25500至26000点，AI相关板块前景坚定看好；新股可与亲友共同申购提高中签率；而美股个股期货将于夏季推出，可在亚洲时段以15%保证金交易；上半年港股主题集中在AI大模型、AI硬件、存储芯片及光通信，投资者可分散配置牛熊证或权证，避免资金过度集中。耀才证券执行董事兼联席行政总裁许绎彬表示，上半年新股首日表现突出但中签难度加大，建议投资者保持长期心态，通过免除认购费和融资利息降低打新成本，同时可借助亲友共同申购的策略提高中签率。研究部总监植耀辉认为，目前尚难判断恒指是否已见底，但相信半年结后有望改善，有机会重上25500至26000点水平，并重申看好AI相关板块前景。芝商所零售业务发展与销售杨玺雅透露，美股期货将于2026年夏季推出，首批共54只美股个股期货，兼顾标准与微型合约，可于亚洲时段交易，以15%保证金控制最高6倍杠杆，无需借入股份即可灵活布局多空仓位，为个人投资者提供便利工具。中信证券国际股权衍生品销售联席董事李佳原指出，港股上半年主题炒作集中在AI大模型、AI硬件、存储芯片及光通信等方向，建议投资者保持开放思维。他建议采用分散持仓策略，将原计划投资于单一股票或指数的资金中分配10%至20%购买相应资产的牛证或认购权证，并利用权证或牛熊证在多个板块建立微型组合，避免资金过度集中。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2647308322","isCrawlerRequest":true}

耀才证券投资论坛：恒指下半年有望挑战26000点 坚定看好AI赛道

精彩评论

耀才证券投资论坛：恒指下半年有望挑战26000点坚定看好AI赛道