《大行報告》匯豐研究列出港股四大投資主題受惠股名單(表)
匯豐環球研究發表港股策略報告,建議投資者關注港股四大投資主題,第一是與國際邊境重開、第二是北部都會區發展(Northern Metropolis)、第三是基建熱、第四是更多金融連接計劃,並列出相關受惠股:
股份│投資評級│目標價(港元)
中銀香港(02388.HK)│買入│35.5元
國泰航空(00293.HK)│買入│11元
中國建築國際(03311.HK)│買入│12.3元
恆基地產(00012.HK)│買入│41.8元
新鴻基地產(00016.HK)│買入│120.6元
太古地產(01972.HK)│買入│26.8元
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