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《大行報告》匯豐研究維持滬深300年底目標為5,000點 下半年留意信達生物(01801.HK)及茅台(600519.SH)等10股
匯豐研究發表報告指,由於不同的貨幣政策和經濟周期,中國股市已經與美國市場脫鉤,維持內地指數目標,下半年建議投資者留意信達生物(01801.HK)、順豐控股(002352.SZ)、茅台(600519.SH)等10股。 匯豐研究對上證綜合指數、滬深300指數、深證成份指數目標分別為3,750點、5,000點、15,000點,上升空間為10%至16%。考慮到疫情後重新開放和政策支持,市場或改變對下半年的盈利增長預測,該行將消費品、非必需消費品和醫療保健股由「中性」上調至「增持」,將信息技術股由「增持」降至「中性」,將公用事業股由「中性」降至「減持」。
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