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德銀:預計2022年底恆生指數升至37000點,上升空間達43%

隨着近期港股從23000點低位逐步爬升,目前恆指正處於26000點附近的拉鋸戰中,然而此次大幅反彈主力是此前受到政策影響的科技互聯網股,這些網絡股的大幅反彈,令大盤出現企穩回升的勢頭。德意志銀行於週二發佈報告稱,恆生指數預計到2022年底可以觸及37000點。截止發稿,恆指報25595.44,這也意味着恆指未來上漲空間將接近43%。

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數據來源:choice

德意志銀行報告預測恆生指數到明年底可能達到37000點,同時將恆生中國企業指數目標位置設爲14,000點,週三盤中恆生中企指數報9083.98點,跌1.89%。

報告還指出,股票或將成爲中國新增儲蓄的首選資產類別,因爲中國股市的價值僅相當於中國房地產市場的七分之一,而美股市值已超過其房地產市場。假設有2%的資本從房地產市場轉向股票市場,其規模已相當於滬深300指數和上證指數總市值總和的14%。因此,該行堅信股市有望在明年迎來大幅上漲,

值得一提的是,德銀尤其看好港股,目前港股經歷長達半年之久的調整,其風險得到充分釋放,港股的估值處於低位,這或將成爲“資金的避風港”。

德銀還表示,雖然他們對港股的未來表示樂觀,但監管收緊爲科技互聯網企業帶來的風險仍將不能忽視。並預計,隨着監管政策逐步明朗,市場對於相關行業的擔憂終將獲得化解。

此外除了德銀的預測之外,瑞銀集團首席執行官哈默斯於週二表示,“從戰略上講,我完全看好中國,絕對地。”並指出將計劃加大在華的投資。

中信證券於本週發佈報告稱,他們看好明年中國互聯網龍頭投資機會,該板塊經過前期調整風險已大幅釋放,頭部公司的估值回落至歷史低位,同時板塊業績預計明年將同比改善。截止目前,已有多位明星基金已南向掘金,其中以白酒基金而聞名的頂流基金經理張坤已大幅加倉港股。

根據相關數據,張坤管理的代表基金——易方達優質精選混合基金的淨值已走出低谷,港股新經濟藍籌或許成爲其未來扭轉頹勢的關鍵因子。

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數據來源:choice

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