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《大行報告》瑞銀料MSCI中國指數明年潛在回報13% 看好互聯網及食品行業板塊
瑞銀髮表報告,料MSCI中國指數明年底目標98點,潛在回報爲13%,料相關指數企業每股盈利增長爲9%,相當預測市盈率14.8倍,估計MSCI中國指數明年收入增長10%,指近期內地對互聯網行業監管大致與國際標準看齊,料在經濟下行的壓力下,需鼓勵企業進一步加大研發投資,料明年互聯網監管措施影響有限,指內地互聯企業在長期仍是中國經濟增長的重要動力。 該行指,明年中資股中建議增持互聯網、食品及飲料、家電、再生能源及汽車零部件板塊,並建議建議減持內銀、原材料、汽車製造及零售、物管、石油及天然氣板塊。該行指過往內地樓市下行週期下,原材料及內銀股股價表現會較差。 瑞銀估計中國2022年實質GDP增長按年將放緩至5.4%(料2021年增長7.6%),料中國明年出口增長10%,進口按年升9%,料明年CPI按年升2%,估計明年PPI增長介乎2%至2.5%,並估計內地明年房地產銷售及投資各跌10%及5%,並料內地會逐步放鬆房地產政策措施。 該行亦列出21只中資股明年首選股,包括福耀玻璃(03606.HK)、寧德時代(300750.SZ)、康方生物-B(09926.HK)、智飛生物(300122.SZ)、衛星石化(002648.SZ)、五糧液(000858.SZ)、朗新科技(300682.SZ)、龍源電力(00916.HK)、伊利股份(600887.SH)、康師傅(00322.HK)、JS環球生活(01691.HK)、海爾智家(06690.HK)、信義光能(00968.HK)、匯川技術(300124.SZ)、騰訊(00700.HK)、京東(JD.US)、網易(09999.HK)、快手(01024.HK)、華住酒店集團(HTHT.US)、華潤置地(01109.HK)及恆生電子(600570.SH)。
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