光大證券國際:明年恆指有機會上試23,000點 聚焦航空、內需、科技及收息股
光大證券國際證券策略師伍禮賢表示,明年首季經濟仍有下行壓力,料環球央行將重新審視加息帶來的負面影響,有機會調整或暫緩加息步伐,故首季後經濟壓力得以舒緩。
他預期,美國加息步伐放緩,市場焦點將重新回到港股市場估值等基本因素,令港股明年初出現中長線的反彈拐點,恆指明年有機會上試23,000點,預期市盈率恢復至過去5年均值,科指全年目標為4,600點,上證指數則為3,500點 。
他指,明年關注港股的四大板塊分別為航空、內需、科技、以及收息股,當中航空股為國泰(00293.HK)、東方航空(00670.HK);內需股為中國中免(01880.HK)及蒙牛乳業(2319.HK);科技股則為阿里巴巴-SW(09988.HK)、美團-W(03690.HK);收息股為領展(00823.HK)、新創建集團(00659.HK),並同時看淡手機設備及生物醫藥等板塊。
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