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富瑞:升恆指目標至32000點 料潤啤(0291.HK)阿里健康(0241.HK)染藍
格隆匯 01-04 15:59

富瑞發表研究報吿指,美國寬鬆貨幣政策、彈性的內地經濟增長、強勁的人民幣等多項利好香港股市的因素將於今年持續,新股集資和恆指成分股的增加亦將令恆指表現更為強勁,該行將恆指目標上調至32000點。在全球資產配置中,該行仍然看好香港。

恆指公司就恆指改革諮詢市場,計劃將恆指成分股數目增加到65至80只。富瑞預期,華潤啤酒(0291.HK)和阿里健康(0241.HK)將在2月底公佈的季檢中染藍,並且沒有股份被剔出成分股。同時,該行估計將分別有2.28億美元和1.8億美元追入華潤啤酒和阿里健康。

該行又指,美國利率預期至少到2023年底前,都仍將維持於接近零的水平,而香港的貨幣供應量卻按年增長90%,令香港銀行同業拆息(HIBOR)接近歷史低位。此外,該行又指,去年香港大量新股集資活動,同時匯控(0005.HK)及渣打(2888.HK)今年或恢復派

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