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汇丰HSBC:全球九大主题投资展望:稳定币、人口老龄化与人形机器人-250828(中译版)(19页).pdf

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1、 Disclosures&Disclaimer This report must be read with the disclosures and the analyst certifications in the Disclosure appendix,and with the Disclaimer,which forms part of it.Issuer of report:HSBC Bank plc View HSBC Global Investment Research at:https:/ Click to viewHSBC Funding the Future SurveyCon

2、fidence Crunch We take a deep dive into stablecoins,and explore the wider digital assets landscape We look at the impact of ageing of populations around the world,and the outlook for humanoid robots Plus,we assess the impact of US tariffs across regions and sectors,and eye funding for the climate tr

3、ansition Welcome to Talking Points,Global Investment Researchs monthly look at the key reports covering our nine themes and areas of strength such as sustainability.In this months edition we take a deep dive into stablecoins,and explore the wider digital assets landscape.In demographics,we look at a

4、geing populations and the fiscal dilemma facing governments around the world.In automation,we consider who will win the humanoid robots race.We examine tariff impacts on different sectors and regions,and what it means for trade and growth.We look at Chinese competition in the European car market,and

5、 consider whether the electric vehicle battery sector is about to see a supply-side boost.And our sustainability and data science teams assess how the USD1.6trn venture capital market could help fund the climate transition.Want to find out more about our themes?Subscribe to this periodical here.Read

6、 our Guide to HSBC Global Investment Research.Why do stablecoins matter?We explore opportunities and risks.Read:A stablecoins explainer and Digital assets in Hong Kong;watch our stablecoins video Whats the future of digital money?Major economies have different visions of what should be the centrepie

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- **稳定币与数字资产**:稳定币作为连接传统金融与数字资产的关键,预计2024年交易量达28万亿美元。 - **香港稳定币市场**:香港监管机构对稳定币市场持开放态度,有望改变银行系统。 - **数字货币未来**:全球主要经济体对数字货币的未来愿景不同,可能导致未来全球数字金融架构的多极化。 - **人口老龄化**:人口老龄化给各国政府带来财政压力,养老金和医疗承诺日益难以负担。 - **自动化与机器人**:中国机器人供应商在商业化方面领先,上游组件制造商可能长期盈利。 - **贸易流**:美国对印度实施50%关税,可能使印度GDP增长放缓。 - **汽车行业**:中国汽车制造商在欧洲市场取得进展,欧洲汽车制造商需要迎头赶上。 - **电动汽车电池**:亚洲电动汽车电池行业可能因供应侧提振而出现价格回升。 - **气候转型**:风险投资市场可能为气候转型提供重要资金来源。
** 稳定币崛起? ** 稳定币如何连接传统金融与数字资产,未来将如何影响全球货币市场? ** 人口老龄化挑战? ** 人口老龄化将如何影响经济增长,政府将如何应对财政困境? ** 机器人竞赛谁将胜出? ** 人形机器人市场前景如何,哪些企业将从中获利?
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