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花旗:建議挑選能源和金融板塊股 看好友邦保險等股
格隆匯 04-20 12:43

花旗發表研究報吿指,第二、三季在中國陸港股市指數上行空間有限的情況下,建議挑選今年以來盈利預測上修最顯著的板塊,包括能源和金融。該行看好鞍鋼股份(0347.HK)、金沙中國(1928.HK)、中國石化(0386.HK)、東方航空(0670.HK)、友邦保險(1299.HK)和通威股份,預料有望受益於通脹和業務復甦且估值不高。

該行指,歷史上看,陸港股市通常第一、四季度漲、二、三季度跌。過去10年,恆生指數、滬深300指數、恆生綜合指數和MSCI不含日本的亞洲指數第二季表現平淡,第三季平均跌幅在1%至4%。而第一季平均漲1%至2%,而第四季漲幅平均為3%至7%。根據歷史經驗,今年第四季到明年首季,陸港股指的上漲空間更大。

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