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光大新鸿基料明年恒指挑战29,000点 旧经济股反弹空间更大
阿思达克 12-15 16:16
光大新鸿基预期,2021年恒指有机会再度挑战29,000 点水平,低位估计为23,000至24,000点左右;国企指数的全年目标为11,500点,而上证指数全年的目标为3,700点。

问及恒指科技指数表现,光大新鸿基证券策略师伍礼贤指,该指数推出时间尚浅,预期明年仍会有较大调整,近期焦点科技股股价已出现回落,但相信明年可升至9,000至10,000点。

他指出,疫情後明年是经济复苏之年,料旧经济股反弹空间更大,看好消费、公路基建、新能源及材料行业,较看淡医疗、医药及本地零售股。

选股方面,该行明年选股深圳高速(00548.HK)、越秀交通基建(01052.HK)、赣锋锂业(01772.HK)、信义光能(00968.HK)、滔博(06110.HK)及颐海国际(01579.HK),料上升空间介乎12%至18%。

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