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21:06","market":"us","language":"zh","title":"FSMOne：美联储本轮减息周期已结束 恒指明年目标价约27000点","url":"https://stock-news.laohu8.com/highlight/detail?id=2644749452","media":"智通财经","summary":"FSMOne(香港)总经理陈家朗在记者会上指出，以11倍目标市盈率计算，恒生指数于今年底、27、28年的目标价分别为接近25000点、约27000点及29000点水平。FSMOne(香港)投资组合管理及研究部分析员李栩指出，随着优质股票，如股价升幅强劲AI模型股MiniMax、智谱可能纳入指数，可令指数重拾上升动力，加上看好港股IPO市况继续热烈，以及北水持续流入，而得出2028年29000点目标价。","content":"<html><head></head><body><p style=\"text-align: left;\">FSMOne(香港)总经理陈家朗在记者会上指出，以11倍目标市盈率计算，恒生指数于今年底、27、28年的目标价分别为接近25000点、约27000点及29000点水平。以12倍计算目标市盈率，MSCI中国指数今年及2028年的目标价分别为79.2及96。</p><p style=\"text-align: left;\">FSMOne(香港)投资组合管理及研究部分析员李栩指出，随着优质股票，如股价升幅强劲AI模型股MiniMax(00100)、<a href=\"https://laohu8.com/S/02513\">智谱</a>(02513)可能纳入指数，可令指数重拾上升动力，加上看好港股IPO市况继续热烈，以及北水持续流入，而得出2028年29000点目标价。</p><p style=\"text-align: left;\">陈家朗亦认为，AI硬件狂热将会持续，强势的半导体及内存生产商将继续领跑股市。至于港股方面，随着AI模型商业化加速落地等支持因素，科技企业估值仍存在重估空间，加上预计外卖行业价格战在监管信号明朗下，主要互联网平台的业绩或将出现改善，并支撑科技板块盈利修复。</p><p style=\"text-align: left;\">美国方面，他相信本轮减息周期已经结束，由于波动的能源价格对通胀影响相当巨大，而且要留意真正的隐忧是逐渐回升的住房CPI，新任美联储主席沃什立场明显偏鸽，预料美联储官员的矛盾将更严重。</p><p style=\"text-align: left;\">陈家朗认为，通胀压力将令长债收益率维持高位，而短债收益率亦因突如其来的加息预期而上升。目前收益曲线已经大致正常化，投资者可优先考虑短期债券，同时亦可增加存续期到5至10年期的美国国债，以及仍然继续看好投资级别企业债券。</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>FSMOne：美联储本轮减息周期已结束 恒指明年目标价约27000点</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1455791.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{"TBT":"债券20+美国债指数ETF-ProShares两倍做空","NGHT":"Nicholas Bitcoin and Treasuries AfterDark ETF","DBND":"DoubleLine Opportunistic Bond ETF","FAZ":"三倍做空金融ETF-Direxion","GOVT":"iShares安硕核心美国国债ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","SHV":"美国短期国债ETF-iShares","UBT":"债券20+美国债-ProShares两倍做多","VOO":"Vanguard标普500ETF","BOND":"Pimco Total Return ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","PBDC":"Putnam Bdc Income ETF","LQD":"债券指数ETF-iShares iBoxx投资级公司债","UUP":"美元ETF-PowerShares DB","GOLY":"Strategy Shares Gold Enhanced Yield ETF","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","SCHO":"嘉信短期美国国债ETF","HSI":"恒生指数","ZROZ":"PIMCO 25+ Year Zero Coupon U.S","EDV":"美国延期国债ETF-Vanguard","TYO":"3倍做空7-10年期国债ETF-Direxion","IEI":"iShares Barclays 3-7 Year 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