花旗料中資股主要指數年底前或有雙位數潛在升幅
花旗銀行財富管理業務高級投資策略師陳正犖預期,中資股主要指數,年底前或有雙位數潛在升幅,恆生指數目標24,300點。他認為中資股估值合理,在下半年,投資中資股比起主要股票市場有較多機會。
他又認為,中國在下半年會有更有效新冠疫苗推出,令防疫時有更多工具,預料中共20大會議後,防疫政策更有彈性,受疫情所致封控影響的地區對GDP佔比已有減少。
陳正犖預料,今年年底到明年四月,中美有關中概股審計的爭議將明朗化,預料會達成部分共識,若再有科網股到港上市,將帶動科網股反彈。
花旗銀行投資策略及環球財富策劃部主管廖嘉豪認為,內地通脹壓力不明顯,可有空間推出更寬鬆的政策。
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