智通财经APP获悉，柏瑞投资亚洲发布了2025年亚洲股票市场展望，柏瑞表示，亚洲强劲的经济动力为主要市场和行业的企业带来优厚的盈利增长潜力，看好中国台湾和韩国的人工智能(AI)相关科技产业，以及印度的银行业。此外，该行审慎看好中国市场，相信个别行业将出现投资机会，且估值持续具有竞争力，但对于采取自下而上策略寻求机遇的投资者而言，企业基本面至关重要。
柏瑞指，在中国台湾和韩国的科技行业中，柏瑞较为青睐台湾企业，认为它们更加灵活，能够为客户提供更合适的AI解决方案。在AI领域，该行偏好AI服务器元件供应商和领先的专用积体电路(ASIC)IP供应商。
虽然东盟国家的股票被视为防御性投资，但估值并不算特别便宜，加上美元走强，新兴亚洲货币可能面临汇率风险。此外，贷款增长疲弱亦为东盟企业带来隐忧。
柏瑞表示，印度的经济增长步伐急速，正在吸引越来越多的外资参与，通过股票市场募集资金并为经济提供稳定性，亦为银行业和数码基础设施提供优越的投资机会。
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