---
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)

## 相關資訊與研究

- [滙豐私銀在港推 HSBC Access  為超高淨值客提供投資科創機會](https://longbridge.com/zh-HK/news/289149044.md)
- [美銀料滙豐從中企出海及人民幣國際化受惠 升目標價至 168.8 元](https://longbridge.com/zh-HK/news/288802387.md)
- [【中國經濟】5 月 CPI 升 1.2% PPI 增速近 4 年最快 6 月通脹或再升温](https://longbridge.com/zh-HK/news/289277355.md)
- [美國 5 月 CPI 數據今夜來襲 整體通脹料高於 4% 分析指拆開分項更關鍵](https://longbridge.com/zh-HK/news/289272252.md)
- [【數據解讀】機構：內地輸入性通脹壓力顯現，PPI 與 CPI 分化格局料持續](https://longbridge.com/zh-HK/news/289280712.md)