* 항생지수 향후 12개월 28000-3000 전망(10%-18%)
작성자: 하나증권(중국)() 2025-12-18 22:14
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* 항생지수 향후 12개월 28000-3000 전망(10%-18%)
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~ Standard Chartered said Chinese equities are looking more compelling after a period of consolidation, with cheaper valuations and earnings growth expected to rebound in 2026 from a low base in 2025, as monetary policy eases, global growth holds up and artificial intelligence-related investment stays strong
~ On that basis, the bank has kept an overweight view on China stocks and projected the Hang Seng Index to trade-in a 12-month base range of 28,000 to 30,000 points
Standard Chartered keeps overweight call on China stocks, flags recovery in 2026
https://amp.scmp.com/business/china-business/article/3336792/standard-chartered-keeps-overweight-call-china-stocks-flags-earnings-recovery-2026
Despite renewed ‘bubble’ talk around AI valuations after a November sell-off, Standard Chartered says the cycle is different this time.
https://cdn.i-scmp.com/sites/default/files/styles/og_image_scmp_generic/public/d8/images/canvas/2025/12/17/632d1324-53a1-44b3-a103-11fab245b0a4_0eb20583.jpg?itok=_pLcoWwd&v=1765968445
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~ Standard Chartered said Chinese equities are looking more compelling after a period of consolidation, with cheaper valuations and earnings growth expected to rebound in 2026 from a low base in 2025, as monetary policy eases, global growth holds up and artificial intelligence-related investment stays strong
~ On that basis, the bank has kept an overweight view on China stocks and projected the Hang Seng Index to trade-in a 12-month base range of 28,000 to 30,000 points
Standard Chartered keeps overweight call on China stocks, flags recovery in 2026
https://amp.scmp.com/business/china-business/article/3336792/standard-chartered-keeps-overweight-call-china-stocks-flags-earnings-recovery-2026
Despite renewed ‘bubble’ talk around AI valuations after a November sell-off, Standard Chartered says the cycle is different this time.
https://cdn.i-scmp.com/sites/default/files/styles/og_image_scmp_generic/public/d8/images/canvas/2025/12/17/632d1324-53a1-44b3-a103-11fab245b0a4_0eb20583.jpg?itok=_pLcoWwd&v=1765968445
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