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《大行報告》大摩相信鞍鋼(00347.HK)股價60日內將升 評級「增持」目標價5.5元
阿思達克 12-14 10:24
摩根士丹利發表技術研究報告,相信鞍鋼股份(00347.HK)股價60日內將升,料該情形發生的機率有70%至80%,指該股最近被沽售,短期估值更為吸引。予評級「增持」,目標價5.5元。 大摩指,一年一度的中央經濟工作會議將穩增長定為明年重中之重,並要求各級政府引入新的支持增長政策措施,提早明年進行的政策寬鬆,強調財政和貨幣政策的協調,適當地加快推進基礎設施,由於市場此前預計明年因房地產市場放緩導致鋼鐵需求將非常低,預計鋼鐵股將因消息獲得支撐。
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