《大行報告》匯豐研究:人幣貶值短期最影響港股 重申恆指目標25,410點 薦12隻首選股
匯豐環球研究發表《港股策略報告》表示,投資避險情緒的背景下,該行重申對香港價值股的偏好,並認為此可能預示著港股或正觸底,指本港市場出現一些令人鼓舞的事件,包括早前有報道指美國可能取消對中國商品所加徵的關稅、美國加息趨勢的透明度提高、以及本港新冠疫情的改善,指可重振香港市場和風險偏好,該行繼續認為中國政府出台刺激措施,如推有針對性的政策寬鬆可成提供催化劑,令本港成為交易中國股票良好環境之地。
該行重申港股前景持建設性看法,予恆指至今年年底目標25,410點,予富時香港指數至今年年底目標1,090點,該行亦挑選12隻港股最佳建議(12 best HSI stock ideas),包括比亞迪(01211.HK)、建行(00939.HK)、工行(01398.HK)、中海油(00883.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)。
匯豐環球研究亦指港股短期宜留意兩大因素,包括人民幣貶值及市場下調企業盈利預測。該行指人民幣貶值是短期內可能影響香港市場表現的因素之一,因為香港約80%的市值與中國內地公司直接相關,在行業所受影響層面而言,料飲料、乳製品、水務、服裝和電力股份會更具防禦性。
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