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《大行報告》匯豐研究料恆指至今年底潛在升17% 關注能源轉型及未來城市等主題
匯豐環球研究發表中國市場研究報告,料內地政府將推出更有針對性的經濟寬鬆措施包括支持綠色投資、小型企業和製造商以及稅收優惠和補貼,以促進創新和技術升級。這一切都預示著2022年的中國市場股票前景轉佳,料內地及本港股市今年潛在各上升9%及17%。 該行料中國2022年GDP增長5.6%,料人民幣兌美元匯率至今年底見6.55,予恆指2022年年底目標28,030點,相當未來一年預測市盈率11.4倍;該行予上證綜指今年年底目標4,000點,相當未來一年預測市盈率12.9倍。 匯豐環球研究指今年投資主題包括能源轉型(看好華潤電力(00836.HK)及中國電力(02380.HK)、自動化、新一代消費(如電動車)及運輸(如自動駕駛、車載鏡頭)、人口、未來城市(高速鐵路)及數碼金融等。
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