《大行報告》匯豐研究予恆指明年底目標28,030點 薦比亞迪及建行等12隻股
匯豐環球研究發表香港資本市場明年展望報告,指港股經歷今年具挑戰的一年,市場對其明年預期較低,因內地出台許多新措施,令投資者關注監管因素,但該行卻認為港股明年或潛在可能會帶來好於預期的收益,予港股「增持」評級,予恆指至2022年年底目標28,030點(潛在升幅17%),予國指明年底目標10,270點。
該行估計美國2022年及2023年將加息各3次及2次,將有利銀行股,料房地產市場也可能呈小幅改善,並逐漸恢復到疫情前的狀態。該行亦料內地未來會推出放寬措施,料部份估值較低及增長前景改善的股份可受惠。
匯豐環球研究建議投資者關注8個投資主題,包括元宇宙、變革、環境與公司治理(ESG)、綠色能源、整合者、加息、回暖和全球復甦。
該行挑選12隻「由下而上」的港股推介名單,包括比亞迪(01211.HK)、建行(00939.HK)、中行(03988.HK)、舜宇(02382.HK)、中銀(02388.HK)、中國平安(02318.HK)、騰訊(00700.HK)、京東(JD.US)、華潤置地(01109.HK)、龍湖集團(00960.HK)、碧桂園服務(06098.HK)及新地(00016.HK)。
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