《大行報告》匯豐研究料價值股可跑出 薦包括中銀及建行12隻推介股份
匯豐環球研究發表香港資本市場報告指,港股今年以來表現在全球市場中較佳,扭轉去年趨勢,隨著市場利率境趨升下,近期成長型股票可能有資金進行輪換。該行料利好港股市場,因傳統板塊如金融板塊相關權重較高。
該行料內地政府會推出有針對性的刺激經濟措施,料大市將會持續有好表現,並可令H股盈利增長透明度改善。
匯豐環球研究指,利率上調將是今年主要關鍵主題之一,指通脹是影響香港市場的另一個因素。在Omicron的浪潮中以及不斷加劇的地緣政治緊張局勢,對沖潛在的高通脹風險可能會持續是投資者想法。一般來說,價值股在高通脹時期表現更好,並可能會影響行業如能源和電訊。
該行指對港股持建設性態度,予恆指今年底目標28,030點,該行亦按「自下而上」準則挑選出12隻港股推介股份,不少屬價值型股份,包括比亞迪(01211.HK)、建行(00939.HK)、中行(03988.HK)、舜宇(02382.HK)、中銀香港(02388.HK)、中國平安(02318.HK)、騰訊(00700.HK)、京東(JD.US)、華潤置地(01109.HK)、中國海外(00688.HK)、碧桂園服務(06098.HK)及新地(00016.HK)。
此外,匯豐環球研究料美聯儲局今年3月將加息25個基點,並會在今年6月、9月再各加息25個基點,即料美國今年將加息三次;該行料美聯儲局2023年加息兩次,料在2023年3月及9月各加息25個基點。
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