---
title: "KGI 凯基 2026 下半年环球市场展望：迷雾藏曙光"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41618125.md"
description: "2026 年 6 月 9 日，KGl 凯基发布 2026 下半年环球市场展望，内容涵盖美国、中国内地、香港及台湾市场。面对美伊战争与通胀阴影，2026 下半年的美国经济将靠 AI 投资突围，甚至带旺其他板块。当美联储维持利率不变，美价收益率恐飙升至 4.8% 以上。中港市场方面，正处于结构转型期，高技术出口展现出显著的增长韧性，但在中美两国宏观环境与政策同时出现变化的背景下..."
datetime: "2026-06-09T08:00:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41618125.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41618125.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41618125.md)
author: "[真灼财经](https://longbridge.com/en/profiles/1067948.md)"
---

# KGI 凯基 2026 下半年环球市场展望：迷雾藏曙光

**Market Commentary**

NVIDIA and SK Hynix officially announced a multi-year cooperation plan, securing advanced memory supply. Jensen Huang stated that "the agreement will last for more than two years and has the ability to be continuously renewed." NVIDIA and SK Hynix announced a multi-year strategic partnership - jointly developing next-generation memory chips covering AI supercomputing, personal PCs to full-stack robot platforms, and securing long-term supply guarantees. NVIDIA CEO Jensen Huang warned that the memory shortage "will last for years."

Southbound Stock Connect recorded a net inflow of HK$11.318 billion on Monday. Among them, the Tracker Fund (02800.HK) saw the largest inflow, reaching HK$5.595 billion; followed by Tencent Holdings (00700.HK). SMIC (00981.HK) recorded the largest net outflow, at HK$925 million; followed by Meituan-W (03690.HK).

Source: KGI Securities

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