《大行報告》摩通:內地電力及新能源股首選龍源(00916.HK) 亦看好中集安瑞科(03899.HK)下半年增長
摩根大通發表報告指,能源股是中港股市其中一個表現最佳的行業,投資者在波動市況中傾向政策風險有限而可預見結構性增長股份。該行在港股中首選龍源電力(00916.HK),細分行業則最首選智能電網零件製造商,這個行業有碳中和投資概念,而且估值較太陽能和電動車股低。另外,該行看好中集安瑞科(03899.HK)能受惠於中國在今年下半年的經濟增長。
摩根大通表示,新奧能源(02688.HK)股價再向上的空間有限,並對中華煤氣(00003.HK)和華能國際(00902.HK)予「減持」評級,認為華能國際在過去一個月表現過分反映電價上調的利好消息。
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