光大證券(06178.HK):今年下半年恆指或上試25,000點水平
光大證券(06178.HK)國際證券策略師伍禮賢形容港股下半年將會出現「向上反彈受限制,往下回落有承接」的「上落市」局面,他相信,上半年利淡因素如各主要央行收緊貨幣政策、俄烏局勢、疫情持續延緩環球經濟增長步伐,將於下半年持續。
他認為美國加息對港股影響不及於美股,加上近年港股受科技股帶動較多,面對現時內地經濟下行壓力較大,穩經濟為主要目標,將採取更寬鬆貨幣政策,料有利科技板塊在盈利上的復甦,故看好港股下半年表現較為積極;他預計今年下半年恆指有機會上試25,000點水平,國企指數下半年目標為8,500點,而上證指數下半年目標則為3,500點。(ca/k)
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