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花旗予恆指年底目標28,000點 首選蒙牛、金沙等八股
花旗表示,港股經歷了跑輸的一年後應能反彈,預料在2022年上半年底,恆生指數能反彈至26,000點,2022年底反彈至28,000點。 花旗銀行研究部中國股票策略師劉顯達表示,相對於A股,該行較看好H股,因爲H股估值吸引,股份較國際性,較能受惠於環球經濟復甦。他認爲,今年原材料和大宗商品價格應會下跌,有利交通和工業股、不利油股,供應鏈改善亦有利汽車股,中國人口老化亦有利醫療健康板塊,另外銀行股有可能受內房市場下行拖累。 國家網信辦、工信部等聯合發佈《互聯網信息服務算法推薦管理規定》,規範互聯網信息服務算法推薦活動,規定自2022年3月1日起施行。劉顯達認爲,措施是去年政策的延續和執行,而對科技股最大沖擊去年已經發生,而中國科技企業在去年上半年盈利增長高,預計要到今年下半年盈利纔有較高的按年增長。 劉顯達預計,恆大(03333.HK)的債務解困方法,是要逐步售出資產,加上其主要爲境內債務,所以認爲相關風險可控,而且中央會加大綠色項目等投資,彌補房地產投資下滑。 該行首選八隻股份,包括蒙牛(02319.HK)、金沙中國(01928.HK)、石藥集團(01093.HK)、申洲國際(02313.HK)、友邦(01299.HK)、京東(JD.US)、中遠海控(01919.HK)及港華燃氣(01083.HK)。
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