大行评级 | 花旗:大市或局部触底 从盈测上调及估值选股 荐京东等股
格隆汇3月18日丨花旗发表中资股策略报告表示,随着中国国务院近日发出关键信号以提振金融市场信心后,宏观不确定性(包括地缘政治紧张局势、美联储加息、中概股风险及新冠疫情重燃)略有缓解,A股及港股似乎已经看到局部触底,市场憧憬逐步复苏。该行指虽续看好电动车、医疗保健、体育用品股、日常消费等行业,但仍会关注两个问题,第一是那间企业或行业今年盈利预测可获上调、第二是当前估值与历史低谷比较。该行建议投资者可关注中移动(0941.HK)、京东(9618.HK)、百度(9888.HK)、中国海外(0688.HK)、金沙中国(1928.HK)、中国铝业(2600.HK)、中国宏桥(1378.HK)、昆仑能源(0135.HK)及中际旭创(300308.SZ)。
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