花旗: 今年底恆指或上試25,000點
花旗集團中國股票策略師劉顯達表示,今年上半年恆指或上試24,000點,年底或有機會持續上升至25,000點,而上半年升幅將高於下半年,主要是市場憧憬復常所帶來的推動因素,其後市場仍會靜觀整體復常進度。
該行早前預測恆指或上試23,000點,他解釋,再度上調主因是與內地通關較預期早,並將推動更多公司在3月份業績期上調早前提出的指引。
至於內地經濟展望,預計今年內地經濟增長由去年2.4%升至5.3%,當中消費方面為主要增長的支撐點,貢獻佔比約4.1%,投資及淨出口則佔2%及降0.8%。
他亦補充,內房長遠需求仍然疲軟,料今年銷量和去年類近,並不會有較高增長,並預計在全球經濟衰退的情況下,基礎材料和石油及天然氣板塊的平均售價不會上漲。
他表示,由於今年內地政府補貼減少和出口疲軟,將汽車和工業行業的評級下調至「中性」,並將保險業務上調至「中性」,公用事業和科技板塊維持「中性」。
在港股方面,他表示,看好京東(JD.US)、周大福(01929.HK)、中國國航(00753.HK)、金沙中國(01928.HK)、友邦保險(01299.HK)以及錦欣生殖(01951.HK)。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.