《大行報告》花旗:「二十大」展未來藍圖 長線首選比亞迪等 未來兩季則看好中移動等
花旗發表報告表示,中國共產黨昨召開第二十次代表大會,並在大會上展出繼續建設社會主義現代化中國的藍圖,大會肯定了中國內地在過去十年成功脫貧攻堅,該行認為內地至2035年將建成以地方消費為中心的社會主義現代社會。
該行指從長遠來看,這一政策的大方向最受益的行業可能包括自動化、科技、電動汽車、清潔能源和消費品。該行在這些行業的首選包括京東-SW(09618.HK)、比亞迪(01211.HK)、李寧(02331.HK)、蒙牛(02319.HK)、創科(00669.HK)和隆基綠能(601012.SH)。
而花旗認為,在未來兩季(即2022年第四季及2023年首季)短期內,由於美元利率上升以及內地對新冠防疫政策下,認為香港銀行、內地電訊和石油及天然氣板塊是相對安全的避風港,該行給予中銀香港(02388.HK)、中移動(00941.HK)和中石油(00857.HK)給予「買入」評級。
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