You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
花旗新增互聯網行業爲「增持」板塊 恆指2022年底目標24,300點
花旗銀行研究部中國股票策略師劉顯達表示,內地在4至5月經濟較差時,希望透過數字經濟提振經濟,加上針對互聯網行業的監管措施已大致完全出臺,因此今年下半年新增互聯網行業爲該行「增持」(overweight)板塊。 劉顯達指,互聯網佔恆指權重較佔滬深300指數大,而且香港經濟復甦比中國內地快,港股估值較A股低,因此看好恆指多過滬深300指數。花旗預計,恆指到2022年底達24,300點,滬深300指數達4,650點。 花旗對醫藥股看法審慎,因藥品價格持下跌趨勢,將行業評級由「增持」下調至「中性」;由於能源價格上升,將油氣行業評級由「減持」升至「中性」。 花旗2022年下半年首選股票包括比亞迪(01211.HK)、中銀香港(02388.HK)、李寧(02331.HK)、蒙牛(02319.HK)、創科實業(00669.HK)、京東(JD.US)、網易(NTES.US)、寧德時代(300750.SZ)、廣發證券(000776.SZ)、珀萊雅(603605.SH)、海爾智家(600690.SH)、隆基綠能(601012.SH)、新奧股份(600803.SH)、安踏(02020.HK)、時代電氣(03898.HK)、中石化(00386.HK)、合生創展(00754.HK)、煤氣(00003.HK)、東方電氣(01072.HK)、同仁堂(600085.SH)、國藥一致(000028.SZ)、中青寶(300052.SZ)、東方國信(300166.SZ)、鵬博士(600804.SH)、華能國際(600011.SH)。
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.
uSMART
Wealth Growth Made Easy
Open Account