--- title: "施罗德对今年内地和香港股市看法正面" description: "施罗德投资亚洲区股票投资总监张靖宝对今年内地和香港股市持正面看法，认为美元走弱、内地利率下降及合理估值是支持因素。她看好医疗护理及贵金属板块，特别关注盈利表现良好的公司。施罗德还重启香港商业房地产贷款，认为市场正在见底，未来表现取决于整体经济。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277021193.md" published_at: "2026-02-26T09:47:59.000Z" --- # 施罗德对今年内地和香港股市看法正面 > 施罗德投资亚洲区股票投资总监张靖宝对今年内地和香港股市持正面看法，认为美元走弱、内地利率下降及合理估值是支持因素。她看好医疗护理及贵金属板块，特别关注盈利表现良好的公司。施罗德还重启香港商业房地产贷款，认为市场正在见底，未来表现取决于整体经济。 施罗德投资亚洲区 (日本除外) 股票投资总监张靖宝表示，对今年内地和香港股市看法正面，支持因素包括美元持续走弱、内地息口走低、估值仍处合理水平，选股会留意盈利表现佳的公司。 她指，看好当中的医疗护理及贵金属板块。医疗护理股能够受惠流动性充裕及政府对创新药的支持，偏好业内龙头，以及旗下所研发创新药经已处於管线后期的公司。 另外，施罗德去年底重洽香港商业房产贷款，施罗德投资香港区行政总裁于学宇认为，香港商业房地产市场正处於见底过程，视乎整体香港经济表现。 ### Related Stocks - [82824.HK - 易方达黄金矿-R](https://longbridge.com/zh-CN/quote/82824.HK.md) - [09824.HK - 易方达黄金矿-U](https://longbridge.com/zh-CN/quote/09824.HK.md) - [00HSI.HK - 恒生指数](https://longbridge.com/zh-CN/quote/00HSI.HK.md) - [02824.HK - 易方达黄金矿业ETF](https://longbridge.com/zh-CN/quote/02824.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Hong Kong 2026-27 budget: ‘Symphony of Lights’ to go dark under tourism revamp | Hong Kong will discontinue the two-decade-old "A Symphony of Lights" show, replacing it with immersive projections acros | [Link](https://longbridge.com/zh-CN/news/276972290.md) | | Hong Kong govt says Q4 GDP +3.8% y/y | Hong Kong govt says Q4 GDP +3.8% y/y | [Link](https://longbridge.com/zh-CN/news/276826499.md) | | Hong Kong January headline CPI +1.1% from year earlier | Hong Kong January headline CPI +1.1% from year earlier | [Link](https://longbridge.com/zh-CN/news/276857304.md) | | Investment gold retailers move into vacant Hong Kong high-street shops | Investment-focused bullion retailers are rapidly expanding in Hong Kong's prime shopping areas, driven by rising gold pr | [Link](https://longbridge.com/zh-CN/news/276526037.md) | | 12:35 ETThe Inner Circle acknowledges, Phillip Roy Forrest as a Pinnacle Professional Member Inner Circle of Excellence | Phillip Roy Forrest has been recognized as a Pinnacle Professional Member Inner Circle of Excellence by The Inner Circle | [Link](https://longbridge.com/zh-CN/news/276630176.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。