《大行報告》瑞信:今年恆指目標23,800 電商、網遊、航空、旅遊及澳門博彩等基本面有望復甦
瑞信發表研究報告指,2022年受到疫情和房地產行業拖累而充滿挑戰,中國已承諾將經濟增長重新放在首位,而擴大內地消費是重中之重。該行預計,中國將加快財政支出並實施寬鬆的貨幣政策。2022年股市出現非常大的拋售,幾乎所有行業都面臨壓力,估值處於多年低位。在近期的反彈後仍然具有吸引力,。
該行料今年中國各核心領域均有正面發展,相信投資者會將注意力轉向重新開放後的復甦,並評估近期政策轉向帶來的短期和長期影響。該行對MSCI中國、恆生指數、滬深300的新指數目標分別是78點、23,800點‵、及4,700點。電子商務、網絡遊戲、調味品、乳製品、本地服務、旅遊、航空、澳門博彩、工業自動化、硅晶片和油輪的基本面均有望出現根本性復甦。
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