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中文(ZH) 汇丰策略师Kettner:股市无需催化剂即可持续上涨

HSBC Strategist Sees Continued Stock Market Growth on Structural Factors

HSBC strategist Max Kettner believes the stock market can continue to rise without a specific catalyst due to structural factors supporting higher valuations. He points to global economic growth and stable profit margins as key drivers for earnings. Kettner currently favors overweighting US and Asian equities. AI

IMPACT Market outlook suggests continued growth driven by structural economic factors, potentially influencing investment strategies.

RANK_REASON The cluster contains an opinion piece from a strategist about market trends.

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    HSBC strategist Kettner: Stock markets can continue to rise without catalysts

    汇丰控股的Max Kettner表示,尽管近期出现波动,但由于结构性因素支持更高估值,股市在没有特定催化剂的情况下仍可继续上涨。他说,全球经济正在经历更高的结构性名义增长和收入增长,只要企业利润率保持不变,就应该会继续支撑盈利。在区域配置方面,Kettner表示,目前他仍然超配美国和亚洲股市。(财联社)