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《大行報告》摩通料資源股仍有很大上升空間 續建議撈底海螺水泥(00914.HK)、中建材(03323.HK)、鞍鋼(00347.HK)、玖紙(02689.HK)
摩通發表報告指,自從上個月開始出現防疫政策轉向的跡象以來,內地資源股已經反彈了27%,而恆指同期升幅為31%。鑒於該板塊之前的交易情緒水平比2015年的下行周期更差,該行認為隨著內地持續復常,資源股仍有很大的上升空間。 報告指,目前正踏入需求疲軟的季節,基本需求在春節前不太可能改善。近期商品和資源股股價可能會受到政策消息的推動。春節後的需求恢復將是確認行業是否能恢復到疫情前水平的第一組數據。該行續建議投資者撈底海螺水泥(00914.HK)、中建材(03323.HK)、鞍鋼(00347.HK)、玖紙(02689.HK)。
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