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大行評級|花旗:上調2024年底恒指目標至20500點 首選拼多多、比亞迪等
由於中國電力消費增長加速,花旗上調2024年底恒生指數目標3.5%至20500點,並設2025年上半年底新目標22000點。花旗集團中國股票策略師劉顯達表示,看好將受益於出口增長及大宗商品價格上升的股票,並預期三中全會將帶來8個催化劑,按機率分別為結構性改革、跨境貿易發展、國營事業改革、房地產寬鬆、解決產能過剩問題、因應人口老化、消費復甦以及鼓勵私人企業。從行業角度來看,劉顯達表示更傾向於科技、工業、基礎材料、及互聯網。與2023年立場相反,2024年更看好H股而非A股,因為它們對美聯儲降息更為敏感。其首選股為拼多多、ASMPT、創科實業、中國鋁業、美高梅中國、李寧和比亞迪。
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