--- title: "施羅德對今年內地和香港股市看法正面" description: "施羅德投資亞洲區股票投資總監張靖寶對今年內地和香港股市持正面看法，認為美元走弱、內地利率下降及合理估值是支持因素。她看好醫療護理及貴金屬板塊，特別關注盈利表現良好的公司。施羅德還重啓香港商業房地產貸款，認為市場正在見底，未來表現取決於整體經濟。" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/277021193.md" published_at: "2026-02-26T09:47:59.000Z" --- # 施羅德對今年內地和香港股市看法正面 > 施羅德投資亞洲區股票投資總監張靖寶對今年內地和香港股市持正面看法，認為美元走弱、內地利率下降及合理估值是支持因素。她看好醫療護理及貴金屬板塊，特別關注盈利表現良好的公司。施羅德還重啓香港商業房地產貸款，認為市場正在見底，未來表現取決於整體經濟。 施羅德投資亞洲區 (日本除外) 股票投資總監張靖寶表示，對今年內地和香港股市看法正面，支持因素包括美元持續走弱、內地息口走低、估值仍處合理水平，選股會留意盈利表現佳的公司。 她指，看好當中的醫療護理及貴金屬板塊。醫療護理股能夠受惠流動性充裕及政府對創新藥的支持，偏好業內龍頭，以及旗下所研發創新藥經已處於管線後期的公司。 另外，施羅德去年底重洽香港商業房產貸款，施羅德投資香港區行政總裁於學宇認為，香港商業房地產市場正處於見底過程，視乎整體香港經濟表現。 ### Related Stocks - [82824.HK - 易方達黃金礦-R](https://longbridge.com/zh-HK/quote/82824.HK.md) - [09824.HK - 易方達黃金礦-U](https://longbridge.com/zh-HK/quote/09824.HK.md) - [00HSI.HK - 恆生指數](https://longbridge.com/zh-HK/quote/00HSI.HK.md) - [02824.HK - 易方達黃金礦業ETF](https://longbridge.com/zh-HK/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-HK/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-HK/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-HK/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-HK/news/276526037.md) | | 11:57 ETMERCY MEDICAL CENTER'S NURSING EXCELLENCE AGAIN HONORED WITH PRESTIGIOUS MAGNET® RECOGNITION | Mercy Medical Center has been awarded the prestigious Magnet® recognition with distinction for the fourth consecutive ti | [Link](https://longbridge.com/zh-HK/news/276627353.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。