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《大行報告》匯豐研究列出「自下而上」準則挑選中資股推介名單(表)
匯豐環球研究發表中國市場策略報告,料隨着人民幣匯價及企業盈利增長回升,料恆指今年下半年可迎來轉向,維持恆指今年目標19,580點,建議關注三大投資主題包括人工智能、市場整合者、具相對防守性。 該行以「自下而上」(bottom-up)方式,按具吸引增長前景、無懼宏觀經濟挑戰等條件,選出推介股份: 股份│投資評級│目標價 騰訊(00700.HK)│買入│425港元 安踏(02020.HK)│買入│143港元 金沙中國(01928.HK)│買入│34.5港元 比亞迪(01211.HK)│買入│450港元 中國海外(00688.HK)│買入│26.8港元 華潤置地(01109.HK)│買入│47.9港元 福萊特玻璃(06865.HK)│買入│30港元 網易(NTES.US)│買入│120美元 百勝中國(YUMC.US)│買入│82.5美元 理想汽車(LI.US)│買入│43美元
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