---
title: "尽管美联储存在不确定性，汇丰仍加倍看好全球股市"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/289256160.md"
description: "汇丰建议在全球股票中保持最大超配，认为主要风险被高估并已反映在价格中。与此同时，高盛修订了其对美联储的展望，预计由于强劲的就业数据，2026 年不会降息，这增加了加息的可能性。市场关注即将发布的消费者物价指数（CPI）和生产者物价指数（PPI）报告，能源成本和人工智能投资现在被视为主要的通胀驱动因素，而非关税"
datetime: "2026-06-10T01:29:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289256160.md)
  - [en](https://longbridge.com/en/news/289256160.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289256160.md)
---

# 尽管美联储存在不确定性，汇丰仍加倍看好全球股市

HSBC's bullish call: HSBC advises maximum overweight in global equities, saying key risks are overstated and already priced into markets. Fed outlook shifts: Goldman Sachs now sees no Fed rate cuts in 2026 after strong jobs data, raising chances of a hike. Inflation in focus: Upcoming CPI and PPI reports could sway markets as energy and AI investment replace tariffs as main inflation drivers.

### 相关股票

- [00005.HK](https://longbridge.com/zh-CN/quote/00005.HK.md)
- [HSBA.UK](https://longbridge.com/zh-CN/quote/HSBA.UK.md)
- [HSBC.US](https://longbridge.com/zh-CN/quote/HSBC.US.md)
- [HSBH.US](https://longbridge.com/zh-CN/quote/HSBH.US.md)
- [GS.US](https://longbridge.com/zh-CN/quote/GS.US.md)
- [DTIW.SG](https://longbridge.com/zh-CN/quote/DTIW.SG.md)
- [W4VR.SG](https://longbridge.com/zh-CN/quote/W4VR.SG.md)

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