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交银国际洪灏称人币「破7」属重大利好下半年荐招行、平安等12股
阿思达克 06-12 17:11

交银国际董事总经理兼首席策略师洪灏表示,受中美贸易战等宏观因素影响,目前无法使用量化模型等传统方式分析股票市场情况,但认为中港股市已进入计及贸易战影响的基准情境。他认为,市场现时属过度悲观,选股机会很多,相信基本面良好、能应对不同周期变化的股份可优胜劣汰。

他又称,如美国不再向中国3,000亿美元货值商品加徵关税,相信港股跌至介乎26,000点至27,000点已「差不多」。人民币方面,洪灏指,市场数据预示人民币兑美元三个月後「破7」机会大,若人币汇价「破7」,人行货币政策反而可作更多灵活操作,因此「破7」其实是重大利好。

对於昨日高银金融(00530.HK)弃标启德商业地,该行研究部联席董事谢骐聪认为,只属个别事件,虽然短期推出居屋等措施可能拉走需求,但长远而言本港土地供应有限,所以认为本港房地产市场并非太差。

另外,交银国际发表下半年投资展望,首推买入共12只股份,包括招商银行(03968.HK)、中国平安(02318.HK)、世茂房地产(00813.HK)、美团点评(03690.HK)、中教控股(00839.HK)、石药集团(01093.HK)、昆仑能源(00135.HK)、中国电力(02380.HK)、福莱特玻璃(06865.HK)、吉利汽车(00175.HK)、中国飞机租赁(01848.HK)及海丰国际(01308.HK)。

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