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高盛看好北亞股市 上調港股評級

Future Wealths
Future Wealths
11 7 月, 2025
One Min Read
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高盛策略師Timothy Moe發表報告，上調對亞洲股市前景預測，包括把港股評級上調至「與大市同步」，主因受惠於聯儲局的寬鬆貨幣政策導至美元疲軟等因素，高盛於去年11月將港股評級下調至「減持」，主因房地產和零售業表現疲軟，以及內地寬鬆政策傳導影響減少。

原文: https://finance.mingpao.com/fin/instantf/20250711/1752221943114/%e9%ab%98%e7%9b%9b%e7%9c%8b%e5%a5%bd%e5%8c%97%e4%ba%9e%e8%82%a1%e5%b8%82-%e4%b8%8a%e8%aa%bf%e6%b8%af%e8%82%a1%e8%a9%95%e7%b4%9a

Last Update: 11 7 月, 2025

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