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.
《大行報告》大摩料中國股市熊市近尾聲 籲逐步加倉復常概念 明年6月恆指目標21,500點
大摩預料,中國股市熊市已近尾聲,建議逐步就能受惠生活復常和基建活動增加的中國資產加倉,予明年6月恆指目標21,500點、MSCI中國指數目標70點、恆生中國企業指數目標7,330、滬深300目標4,300點。 大摩在短期內將在全球新興市場/亞太地區的框架內將中國維持「與大市同步」,波動性維持在相對較高的水平,認爲儘管近期企業盈利預測快速下調,但市場尚未完全消化盈利下行風險;到第二季業績期末(8月左右)還有更多下調。 大摩表示,監於A股直接受到境內流動性改善的影響,繼續看好A股多過離岸上市證券,按行業劃分,繼續看好用於基建的材料股和具防禦性的公用事業股。 摩中港焦點股│評級 友邦保險(01299.HK)│增持 海螺水泥(00914.HK)│增持 寶鋼股份(600019.SH)│增持 中海油服(02883.HK)│增持 長江電力(600900.SH)│增持 贛鋒鋰業(01772.HK)│增持 海爾智家(600690.SH)│與大市同步 香港電訊(06823.HK)│增持 崑崙能源(00135.HK)│增持 領展(00823.HK)│與大市同步 美團(03690.HK)│增持 國電南瑞(600406.SH)│增持 中國石油(00857.HK)│增持 中穎電子(300327.SZ)│增持 騰訊(00700.HK)│增持
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