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《大行報告》大和將阿里(09988.HK)納入中港首選名單 取代龍源電力(00916.HK)
大和發表研究報告指,內地強勁的PMI數據表明,3月的銷售將在疫情後加快復甦,加上「親商」的政策立場有助於恢復商業信心。該行將阿里巴巴(09988.HK)加入首選股,以取代龍源電力(00916.HK)。 該行認爲,過去一週中國高級官員與外國公司高層之間增加互動,以及阿里巴巴早前公佈的重組計劃,都重申了政府的「親商」政策基調,而監管機構打擊損害企業和企業家聲譽的惡意評論,亦顯示了對私營企業的支持。監於民營企業在確保就業和促進收入增長方面的主要作用,該行預計今年剩餘時間將繼續有利好民營企業的政策,並預計互聯網平臺將受惠於監管透明度的提高。 該行表示,如果銀行業危機和中美緊張局勢沒有進一步惡化,料恆指在3月中旬的低位並經過兩個月的調整後或會觸底反彈,維持對恆生指數和上證綜合指數的年底目標爲22,500點和3,550點,意味仍有10.3%及8.5%上行空間。
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