


{"id":40462,"date":"2026-04-15T11:57:49","date_gmt":"2026-04-15T03:57:49","guid":{"rendered":"https:\/\/www.aprea.asia\/?post_type=knowledge-hub&#038;p=40462"},"modified":"2026-04-16T11:59:48","modified_gmt":"2026-04-16T03:59:48","slug":"asian-market-outlook-april-2026-bi-capital","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","title":{"rendered":"\u4e9a\u6d32\u5e02\u573a\u5c55\u671b - 2026 \u5e74 4 \u6708\uff08B&amp;I Capital\uff09"},"content":{"rendered":"<p>4 \u6708 8 \u65e5\u5ba3\u5e03\u7684\u8106\u5f31\u7684\u4f0a\u6717-\u7f8e\u56fd\u505c\u706b\u534f\u8bae\u5f15\u53d1\u4e86\u6025\u5267\u7684\u98ce\u9669\u53cd\u5f39\uff0c\u5c3d\u7ba1\u534f\u8bae\u6761\u6b3e\u7684\u4e0d\u786e\u5b9a\u6027\u548c\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u822a\u8fd0\u7684\u6301\u7eed\u4e2d\u65ad\u90fd\u8981\u6c42\u6211\u4eec\u5728\u77ed\u671f\u5185\u4fdd\u6301\u8c28\u614e\u3002\u4f20\u8a00\u4e2d\u7684\u4e2d\u56fd\u4f5c\u4e3a\u8c03\u89e3\u4eba\u7684\u89d2\u8272\u662f\u4e00\u4e2a\u5efa\u8bbe\u6027\u7684\u53d1\u5c55\u3002\u4e00\u4e2a\u6062\u590d\u77f3\u6cb9\u6d41\u52a8\u7684\u53ef\u4fe1\u51b3\u8bae\u5e94\u80fd\u4f7f\u4e9a\u6d32\u98ce\u9669\u8d44\u4ea7\u5927\u5e45\u53d7\u76ca\u3002\u53e6\u5916\uff0c\u7f8e\u56fd\u7ecf\u6d4e\u589e\u957f\u75b2\u8f6f\uff0c\u90e8\u5206\u539f\u56e0\u662f\u77f3\u6cb9\u4ef7\u683c\u4e0a\u6da8\u6210\u4e3a\u9700\u6c42\u7a0e\uff0c\u8fd9\u53ef\u80fd\u4fc3\u4f7f\u7f8e\u8054\u50a8\u5728 2026 \u5e74\u665a\u4e9b\u65f6\u5019\u91c7\u53d6\u5bbd\u677e\u653f\u7b56\uff0c\u4e3a\u4e9a\u6d32\u80a1\u7968\u548c\u8d27\u5e01\u5e26\u6765\u989d\u5916\u7684\u5229\u597d\u3002.<\/p>\n\n\n\n<p><strong>\u65e5\u672c<\/strong>&nbsp;\u662f\u8fd1\u671f\u4e8b\u4ef6\u6700\u591a\u7684\u5e02\u573a\u3002\u65e5\u672c\u592e\u884c\u5c06\u5728 4 \u6708 27-28 \u65e5\u7684\u4f1a\u8bae\u4e0a\u52a0\u606f\uff08\u6982\u7387\u7ea6\u4e3a 50-60%\uff09\uff0c\u4f46\u6211\u4eec\u503e\u5411\u4e8e\u5728\u5de5\u8d44\u6570\u636e\u548c\u51b2\u7a81\u89e3\u51b3\u4e4b\u524d\u5728\u590f\u5b63\u52a0\u606f\u3002\u9274\u4e8e\u6295\u8d44\u8005\u5bf9\u52a0\u606f\u5468\u671f\u548c\u5b9e\u9645\u6536\u5165\u589e\u957f\u7684\u719f\u6089\u7a0b\u5ea6\uff0c\u6211\u4eec\u9884\u8ba1\u52a0\u606f\u4e0d\u4f1a\u5bf9\u65e5\u672c\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u4ea7\u751f\u5b9e\u8d28\u6027\u7684\u8d1f\u9762\u5f71\u54cd\u3002\u4e1c\u4eac\u5199\u5b57\u697c\u7684\u57fa\u672c\u9762\u4ecd\u7136\u5f02\u5e38\u7d27\u5f20\uff088% \u7684\u79df\u91d1\u5e74\u589e\u957f\u7387\uff0c2.2% \u7684\u7a7a\u7f6e\u7387\uff09\uff0c\u4e3b\u8981\u5f00\u53d1\u5546 2026 \u8d22\u5e74 3 \u6708\u7684\u4e1a\u7ee9\/\u6307\u5bfc\u662f\u5373\u5c06\u5230\u6765\u7684\u5173\u952e\u50ac\u5316\u5242\u3002\u65e5\u672c\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u5728\u7b2c\u4e00\u5b63\u5ea6\u8868\u73b0\u4e0d\u4f73\uff0c\u53ef\u80fd\u53cd\u6620\u4e86\u65e5\u672c\u673a\u6784\u5728\u8d22\u653f\u5e74\u5ea6\u7ed3\u675f\u65f6\u7684\u629b\u552e\u538b\u529b\uff0c\u800c\u975e\u57fa\u672c\u9762\u6076\u5316\u3002.<\/p>\n\n\n\n<p><strong>\u6fb3\u5927\u5229\u4e9a<\/strong>&nbsp;\u9762\u5bf9\u6fb3\u5927\u5229\u4e9a\u592e\u884c\u7684\u5206\u6b67\uff08\u4e0a\u6b21\u51b3\u5b9a\u4e3a 5:4\uff09\uff0c\u5982\u679c\u4f9b\u5e94\u9a71\u52a8\u578b\u901a\u80c0\u5bfc\u81f4\u9700\u6c42\u7834\u574f\uff0c\u6fb3\u5927\u5229\u4e9a\u592e\u884c\u53ef\u80fd\u4e0d\u9700\u8981\u50cf\u4eba\u4eec\u62c5\u5fc3\u7684\u90a3\u6837\u6fc0\u8fdb\u5730\u6536\u7d27\u8d27\u5e01\u653f\u7b56\u3002\u4f4f\u5b85\u7c7b\u80a1 Stockland \u548c Mirvac \u7684\u4ea4\u6613\u4ef7\u683c\u5904\u4e8e\u591a\u5e74\u6765\u7684\u6298\u4ef7\u6c34\u5e73\uff0c\u5982\u679c\u5b8f\u89c2\u6570\u636e\u75b2\u8f6f\uff0c\u5219\u53ef\u80fd\u51fa\u73b0\u5927\u5e45\u91cd\u4f30\u3002\u9884\u8ba1\u5609\u6c11\u96c6\u56e2\uff08Goodman Group\uff09\u5c06\u4e0a\u8c03\u5168\u5e74\u4e1a\u7ee9\u6307\u5f15\uff1bScentre Group \u7684\u4e1a\u7ee9\u6307\u5f15\u4f3c\u4e4e\u8f83\u4e3a\u4fdd\u5b88\uff0c\u53ef\u80fd\u4f1a\u5e26\u6765\u6b63\u9762\u60ca\u559c\u3002.<\/p>\n\n\n\n<p><strong>\u65b0\u52a0\u5761\u548c\u9999\u6e2f<\/strong>&nbsp;\u5c3d\u7ba1\u51b2\u7a81\u5e26\u6765\u4e86\u98ce\u9669\uff0c\u4f46\u8fd9\u4e24\u5bb6\u516c\u53f8\u90fd\u4ee5\u7a33\u5065\u7684\u57fa\u672c\u8fd0\u8425\u8d8b\u52bf\u8fdb\u5165\u4e86\u62a5\u544a\u5b63\u3002\u65b0\u52a0\u5761\u4f4f\u5b85\u5e02\u573a\u8868\u73b0\u575a\u633a\uff1b\u65b0\u52a0\u5761\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08S-REIT\uff09\u7684\u6570\u636e\u4e2d\u5fc3\u7c7b\u80a1\u7968\u4ecd\u662f\u4e00\u4e2a\u660e\u663e\u7684\u53cd\u5e38\u73b0\u8c61\uff0c\u5c3d\u7ba1\u57fa\u672c\u9762\u5f3a\u52b2\u4e14\u6536\u76ca\u7387\u8bf1\u4eba\uff0c\u4f46\u4e0e\u7f8e\u56fd\u540c\u884c\u76f8\u6bd4\uff0c\u5176\u8868\u73b0\u5927\u5e45\u843d\u540e\uff08DCREIT +2.4% vs. Digital Realty +22.4% YTD\uff09\u3002\u65b0\u52a0\u5761\u91d1\u7ba1\u5c40\u9884\u8ba1\u5c06\u5141\u8bb8\u65b0\u5143\u5347\u503c\u4ee5\u7ba1\u7406\u901a\u80c0\uff0c\u4ece\u800c\u63a7\u5236\u56fd\u5185\u5229\u7387\u3002\u5728\u9999\u6e2f\uff0c\u7b2c\u4e00\u5b63\u5ea6\u4ea4\u6613\u91cf\u540c\u6bd4\u589e\u957f 46%\uff0c\u8fbe\u5230 23,300 \u4e2a\u5355\u4f4d\uff0c\u4f46\u5982\u679c\u5730\u7f18\u653f\u6cbb\u60c5\u7eea\u6076\u5316\uff0c\u5e93\u5b58\u8fc7\u5269\u548c\u62e5\u6324\u7684\u63a8\u51fa\u6e20\u9053\u5c06\u5e26\u6765\u9700\u6c42\u7a7a\u6d1e\u7684\u98ce\u9669\u3002\u5927\u5e02\u503c\u5f00\u53d1\u5546\uff08\u65b0\u9e3f\u57fa\u7d2f\u8ba1\u540c\u6bd4\u589e\u957f 46%\uff0c\u73af\u6bd4\u589e\u957f 111%\uff09\u7684\u8868\u73b0\u5df2\u5341\u5206\u75b2\u8f6f\uff1b\u5728\u5f53\u524d\u6c34\u5e73\uff0c\u98ce\u9669\u56de\u62a5\u7684\u5438\u5f15\u529b\u8f83\u4f4e\u3002.<\/p>\n\n\n\n<p><strong>\u8fd1\u671f\u4e3b\u8981\u50ac\u5316\u5242<\/strong>&nbsp;\u65e5\u672c\u592e\u884c MPM\uff084 \u6708 27-28 \u65e5\uff09\u3001\u65e5\u672c CPI\uff084 \u6708 24 \u65e5\uff09\u3001\u6fb3\u5927\u5229\u4e9a\u592e\u884c\u51b3\u8bae\uff085 \u6708\uff0c\u5f85\u5b9a\uff09\u3001\u4e3b\u8981\u5f00\u53d1\u5546\u8d22\u62a5<\/p>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":true},"kh_category":[12,16],"class_list":["post-40462","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-knowledge-hub","kh_category-market-outlook"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association\" \/>\n<meta property=\"og:description\" content=\"The&nbsp;fragile&nbsp;Iran-US&nbsp;ceasefire&nbsp;announced&nbsp;April&nbsp;8th&nbsp;sparked&nbsp;a&nbsp;sharp&nbsp;risk-on&nbsp;rally,&nbsp;though&nbsp;uncertainty&nbsp;over the agreed terms and continued disruption to Strait of Hormuz shipping warrant near-term caution. China&#8217;s rumoured role as a mediator is a constructive development. A credible resolution that restores oil flows should disproportionately benefit&nbsp;Asian&nbsp;risk&nbsp;assets. Separately, weaker U.S. growth, partly driven by higher oil acting as a demand tax, may prompt Fed easing later in&nbsp;2026, ... Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\" \/>\n<meta property=\"og:site_name\" content=\"Asia Pacific Real Assets Association\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-16T03:59:48+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 \u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\",\"url\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\",\"name\":\"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association\",\"isPartOf\":{\"@id\":\"https:\/\/www.aprea.asia\/#website\"},\"datePublished\":\"2026-04-15T03:57:49+00:00\",\"dateModified\":\"2026-04-16T03:59:48+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb\"},\"inLanguage\":\"zh-Hans\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.aprea.asia\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Knowledge Hub\",\"item\":\"https:\/\/www.aprea.asia\/knowledge-hub\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.aprea.asia\/#website\",\"url\":\"https:\/\/www.aprea.asia\/\",\"name\":\"Asia Pacific Real Assets Association\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.aprea.asia\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"zh-Hans\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","og_locale":"zh_CN","og_type":"article","og_title":"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association","og_description":"The&nbsp;fragile&nbsp;Iran-US&nbsp;ceasefire&nbsp;announced&nbsp;April&nbsp;8th&nbsp;sparked&nbsp;a&nbsp;sharp&nbsp;risk-on&nbsp;rally,&nbsp;though&nbsp;uncertainty&nbsp;over the agreed terms and continued disruption to Strait of Hormuz shipping warrant near-term caution. China&#8217;s rumoured role as a mediator is a constructive development. A credible resolution that restores oil flows should disproportionately benefit&nbsp;Asian&nbsp;risk&nbsp;assets. Separately, weaker U.S. growth, partly driven by higher oil acting as a demand tax, may prompt Fed easing later in&nbsp;2026, ... Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)","og_url":"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","og_site_name":"Asia Pacific Real Assets Association","article_modified_time":"2026-04-16T03:59:48+00:00","twitter_card":"summary_large_image","twitter_misc":{"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"2 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","url":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","name":"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association","isPartOf":{"@id":"https:\/\/www.aprea.asia\/#website"},"datePublished":"2026-04-15T03:57:49+00:00","dateModified":"2026-04-16T03:59:48+00:00","breadcrumb":{"@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.aprea.asia\/"},{"@type":"ListItem","position":2,"name":"Knowledge Hub","item":"https:\/\/www.aprea.asia\/knowledge-hub\/"},{"@type":"ListItem","position":3,"name":"Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)"}]},{"@type":"WebSite","@id":"https:\/\/www.aprea.asia\/#website","url":"https:\/\/www.aprea.asia\/","name":"\u4e9a\u592a\u4e0d\u52a8\u4ea7\u534f\u4f1a","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.aprea.asia\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"}]}},"_links":{"self":[{"href":"https:\/\/www.aprea.asia\/zh\/wp-json\/wp\/v2\/knowledge-hub\/40462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aprea.asia\/zh\/wp-json\/wp\/v2\/knowledge-hub"}],"about":[{"href":"https:\/\/www.aprea.asia\/zh\/wp-json\/wp\/v2\/types\/knowledge-hub"}],"wp:attachment":[{"href":"https:\/\/www.aprea.asia\/zh\/wp-json\/wp\/v2\/media?parent=40462"}],"wp:term":[{"taxonomy":"kh_category","embeddable":true,"href":"https:\/\/www.aprea.asia\/zh\/wp-json\/wp\/v2\/kh_category?post=40462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}