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《大行報告》花旗予恆指9月底目標兩萬四 中資首選股加入騰訊及滔搏等
花旗發表中國資本市場報告指,在近期全球銀行業的壓力下,考慮到中國經濟增長溢價、金融穩健性、政策發展和新的政治經濟週期,料中國市場至少可以成為一個相對的市場「避風港」。該行料中國的經濟有明顯復甦跡象,但速度低於預期。 該行表示在中資股中偏好互聯網、消費、交通和醫療保健行業,中資首選股新加入騰訊(00700.HK)、滔搏(06110.HK)、國藥控股(01099.HK),並維持金沙中國(01928.HK)、周大福(01929.HK)和國航(00753.HK)在H股名單。 該行提到,仍然認為資本流入尚未結束,預計6至12個月人民幣兌美元將升至6.6。該行又將6月底的指數目標,包括恆生指數24,000點、滬深300指數4,500點和MSCI中國達78點相應地延伸至9月底,將恆指今年的每股盈測按年增長7.9個百分點至21.6%。 -------------------------------------- 花旗列出了中資股今年上半年首選股名單: 股份│目標價(港元) 騰訊(00700.HK)│520元 金沙中國(01928.HK)│36元 周大福(01929.HK)│19.5元 國航(00753.HK)│8.1元 滔搏(06110.HK)│9.27元 國藥控股(01099.HK)│28元
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