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宏利投资:2025年亚洲股票市场不确定性大 看好记忆体及固定收益领域
宏利投资管理发表了2025年市场展望。该行表示,受地缘政治风险、领导层改变、利率环境变化及财政限制等多重因素的影响,2025年亚洲股票市场面临高度不确定性的开始。宏利投资管理股票部高级组合经理陈景琳表示,特别看好记忆体领域,认为市场仍然低估对高频宽记忆体 (High Bandwidth Memory或HBM)需求的增长潜力。
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