《大行報告》大摩升恆指目標至23,300點 籲「增持」中國市場 薦15隻焦點股
摩根士丹利發表港股年中展望報告，相信中國經濟在疫情下為亞太區(撇除日本)最快復甦地區，並領先全球，雖然中美衝突仍是最大風險因素，該行喜愛A股因在地緣政治不明朗下有較佳的防守性及估值吸引，同時看好部份中概股，並上調對內地消費股的持倉佔比。
該行表示，上調對中港市場指數至明年6月預測，以反映經濟復甦因素，在基本情境預測下，決定調高對恆指至明年6月目標預測，由原來21,300點升至23,300點，相當於至明年6月止預測市盈率10.9倍，按由上而下方式對明年股盈預測升10%；並上調對國指目標預測，由原來9,280點升至9,670點，相當於至明年6月止預測市盈率9.8倍，按由上而下方式對明年股盈預測升11%；該行亦上調對滬深300指數目標預測，由原來3,870點升至4,150點，相當於至明年6月止預測市盈率11.4倍，按由上而下方式對明年股盈預測升14%。該行上調對MSCI中國指數目標預測，由原來75點升至84點
大摩料中國經濟復甦可領先全球，及將受惠美元走弱令新興市場流動性改善，申對中國市場「增持」評級。該行亦指恆生指數服務公司已宣布改變未來成份股規則，料未來會有更多新經濟股份可獲納入，估計包括阿里巴巴(09988.HK)、美團點評(03690.HK)、小米(01810.HK)可於9月晉身成藍籌股及國指成份股。
該行列出看好A股的主題名單包括華宇軟件(300271.SZ)、中國巨石(600176.SH)、寧德時代(300750.SZ)、工業富聯(601138.SH)、兆易創新(603986.SH)、格力電器(000651.SZ)、恆瑞醫藥(600276.SH)、貴州茅台(600519.SH)、國電南瑞(600406.SH)及雲南白藥(000538.SZ)。
此外，該行亦列出旗下最新15隻的中港市場焦點股名單，包括友邦保險(01299.HK)、阿里巴巴(BABA.N)、海螺水泥(00914.HK)、華宇軟件(300271.SZ)、中國巨石(600176.SH)、中移動(00941.HK)、華潤置地(01109.HK)、寧德時代(300750.SZ)、格力電器(000651.SZ)、恆瑞醫藥(600276.SH)、國電南瑞(600406.SH)、好未來教育(TAL.N)、騰訊控股(00700.HK)、招金(01818.HK)及中升控股(00881.HK)。(wl/)
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