《大行報告》匯豐研究:人幣貶值短期最影響港股 重申恆指目標25,410點 薦12只首選股
匯豐環球研究發表《港股策略報告》表示,投資避險情緒的背景下,該行重申對香港價值股的偏好,並認爲此可能預示着港股或正觸底,指本港市場出現一些令人鼓舞的事件,包括早前有報道指美國可能取消對中國商品所加徵的關稅、美國加息趨勢的透明度提高、以及本港新冠疫情的改善,指可重振香港市場和風險偏好,該行繼續認爲中國政府出臺刺激措施,如推有針對性的政策寬鬆可成提供催化劑,令本港成爲交易中國股票良好環境之地。
該行重申港股前景持建設性看法,予恆指至今年年底目標25,410點,予富時香港指數至今年年底目標1,090點,該行亦挑選12只港股最佳建議(12 best HSI stock ideas),包括比亞迪(01211.HK)、建行(00939.HK)、工行(01398.HK)、中海油(00883.HK)、中銀香港(02388.HK)、中國平安(02318.HK)、騰訊(00700.HK)、京東(JD.US)、華潤置地(01109.HK)、中國海外(00688.HK)、碧桂園服務(06098.HK)及新地(00016.HK)。
匯豐環球研究亦指港股短期宜留意兩大因素,包括人民幣貶值及市場下調企業盈利預測。該行指人民幣貶值是短期內可能影響香港市場表現的因素之一,因爲香港約80%的市值與中國內地公司直接相關,在行業所受影響層面而言,料飲料、乳製品、水務、服裝和電力股份會更具防禦性。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.