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《大行報告》花旗予恆指明年底目標兩萬八 料旅遊、運動服裝及清潔能源板塊可受惠國策
花旗近日發表亞太區股市明年展望報告,料MSCI亞太區(撇除日本)指數至明年年底回報約9%,但關注中國經濟增長放慢及新冠疫情風險因素,該行對中國內地/香港「中性」評級。 該行指,予恆指2022年年底目標28,000點,料可潛在受惠內地較高的通脹、新冠疫情下的商業復甦等,建議增持石油及天然氣、保險、交通、科技硬件及清潔能源板塊。 花旗料內地政府相信「共同富裕」可鼓勵及推高全國出生率,以減輕人口老化問題憂慮,此有助於解決更優質的生活方式與經濟發展不平衡之間的緊張關係。在此背景下,該行認爲教育、房地產和醫療保健行業會受到負面影響,並估計旅遊、運動服裝、保險、交通和清潔能源板塊可能會受益。 該行同時列出港股6只首選股名單,包括友邦(01299.HK)、比亞迪(01211.HK)、南航(01055.HK)、中石化(00386.HK)、滔搏(06110.HK)及信義光能(00968.HK)。
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