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《大行報告》星展予恆指今年底目標23,800點 薦包括中銀(02388.HK)等十隻首選股
星展發表下半年策略報告認爲,面對全球不明朗的環境,中國股市(包括港股)有更好準備,最新給予恆指於今年年底目標23,800點,潛在升幅9.6%,指港股估值水平吸引,風險回報良好。 該行看好投資主題包括受惠利率上升週期、受惠積極性支持性政策、受惠結束監管收緊的藍籌科技股、以及盈利清晰及具韌性的股份。 星展同時列出其港股首選名單,包括友邦(01299.HK)、中銀香港(02388.HK)、中國平安(02318.HK)、比亞迪(01211.HK)、龍源電力(00916.HK)、京東-SW(09618.HK)、美團(03690.HK)、騰訊(00700.HK)、蒙牛(02319.HK)及領展(00823.HK)。(wl/u) ~
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