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《大行報告》大摩:對中國股市短期持審慎看法 受內地樓市不明朗等困擾
摩根士丹利發表報告表示,就今年第三季中國資本市場策略作展望,基於內地樓市不明朗因素及企業盈利面臨壓力,該行對中國市場短期持審慎看法,予中國市場「與大市同步」評級,予恆指至2023年6月目標21,500點,予國指至2023年6月目標7,330點,及予滬深300指數目標4,300點。 該行指,後市需要視乎內地房地產發展商的情況,並認爲市場仍未完全反映中資企業第二季盈利下行的風險因素,及關注新冠疫情對宏觀經濟的影響、以及中美兩國關係的不明朗因素等。 大摩表示,建議繼續「增持」原材料板,並從週期性股份中獲利(關注內地樓市下滑及基建投資項目延遲),而該行亦喜愛資訊科技及公用股板塊。 該行亦列出旗下港股及A股市場最新焦點股名單,包括友邦(01299.HK)、中國中免(601888.SH)、長江電力(600900.SH)、贛鋒鋰業(01772.HK)、廣聯達(002410.SZ)、力量鑽石(301071.SZ)、香港電訊(06823.HK)、京東(JD.US)、崑崙能源(00135.HK)、領展(00823.HK)、美團-W(03690.HK)、國電南瑞(600406.SH)、中石油(00857.HK)、中穎電子(300327.SZ)及藥明生物(02269.HK)。(wl/k) ~
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