光大新鴻基料明年恆指挑戰29,000點 舊經濟股反彈空間更大
光大新鴻基預期,2021年恆指有機會再度挑戰29,000 點水平,低位估計為23,000至24,000點左右;國企指數的全年目標為11,500點,而上證指數全年的目標為3,700點。
問及恆指科技指數表現,光大新鴻基證券策略師伍禮賢指,該指數推出時間尚淺,預期明年仍會有較大調整,近期焦點科技股股價已出現回落,但相信明年可升至9,000至10,000點。
他指出,疫情後明年是經濟復甦之年,料舊經濟股反彈空間更大,看好消費、公路基建、新能源及材料行業,較看淡醫療、醫藥及本地零售股。
選股方面,該行明年選股深圳高速(00548.HK)、越秀交通基建(01052.HK)、贛鋒鋰業(01772.HK)、信義光能(00968.HK)、滔博(06110.HK)及頤海國際(01579.HK),料上升空間介乎12%至18%。
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