---
title: "儘管美聯儲存在不確定性，滙豐仍加倍看好全球股市"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/289256160.md"
description: "滙豐建議在全球股票中保持最大超配，認為主要風險被高估並已反映在價格中。與此同時，高盛修訂了其對美聯儲的展望，預計由於強勁的就業數據，2026 年不會降息，這增加了加息的可能性。市場關注即將發佈的消費者物價指數（CPI）和生產者物價指數（PPI）報告，能源成本和人工智能投資現在被視為主要的通脹驅動因素，而非關税"
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)
---

# 儘管美聯儲存在不確定性，滙豐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.

### 相關股票

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

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- [分析料內地 PPI 或持續上升 憂擴至下游影響經濟](https://longbridge.com/zh-HK/news/289272592.md)
- [黃金在 11 週低位附近整盤，伊以停火、美國 CPI 數據備受關注](https://longbridge.com/zh-HK/news/289127689.md)
- [滙豐促成騰訊發行新一批美元及人民幣票據，伍富斌：交易反映對港資本市場深度及流動性信心](https://longbridge.com/zh-HK/news/289269814.md)