光大新鴻基料恆指下半年再挑戰31,000點 科技指數高位睇9,000點
光大新鴻基發表對今年下半年市場展望,預期恆指有機會於第三季末至第四季初挑戰31,000點水平,較現水平有約9%上升空間,對應年底預測市盈率約14.4倍,低位預期爲26,000點。
該行認爲,下半年偏向於進一步受惠經濟復甦的傳統行業股份,並看好上半年表現落後的新興經濟股。國企指數下半年目標爲11,800點,而上證指數全年目標爲3,750點。
該行證券策略師伍禮賢表示,港股目前市盈率約13.7倍,屬合理水平,上半年主要受科技股累跌5.3%影響,拖累大市表現,但預期隨着市場適應對新興經濟的監管措施,科技股估值料迎來反彈,但未預期科技指數將回升至11,000至12,000點,預期下半年科指高位爲9,000點,支持位爲7,400點。
選股方面,光大新鴻基下半年較看好新興經濟、石油能源、家電消費及通訊服務四個投資主題,選取京東(09618.HK)、聯想集團(00992.HK)、中海油(00883.HK)、中石油(00857.HK)、海爾智家(06690.HK)、JS生活環球(01691.HK)、中移動(00941.HK)及香港寬頻(01310.HK),料上升空間介乎13%至20%。
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