华兴证券(香港)重点关注名单剔出阿里微盟 调入京东健康安踏
华兴证券(香港)将京东健康(06618.HK)、安踏(02020.HK)、合生元(01112.HK)加入重点关注名单,名单并包括腾讯(00700.HK)、美团(03690.HK)、瑞声科技(02018.HK)、台积电、美的、华兰生物、泛微网络、360数科(QFIN.US)及美亚光电,同时剔出阿里巴巴(BABA.US)美股、微盟(02013.HK)、国药(01099.HK)、永升生活(01995.HK)及澳优(01717.HK),预期股价或缺乏短期催化剂。
板块方面,该行建议关注银行、保险、工业等低估值及周期性板块,持续看好互联网、信息技术、汽车、消费和医药等新经济板块,当中留意电商、线上游戏、O2O、教育、软件服务、医药、金融科技、酒店、家居、消费信贷、个人用品和物流行业。
首席经济学家兼首席策略分析师庞溟指,恒指目前较历史5年平均水平高出约1个标准差,估值水平合理,预期北水将持续流入。快手等大型新股排队在港上市,他解释,考虑到境外融资需要、VIE结构上市等,新经济公司现阶段优先考虑的上市地仍将是香港。
对於中芯(00981.HK)等愈来愈多中资企业被美国制裁,半导体研究主管吴思浩指中国的国产替代发展方针不变,预期成熟制程需求庞大,在营运不受影响情况下仍有估值重估及上升空间。
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