《大行報告》匯豐研究介紹四大投資主題 推薦10隻精選股份
匯豐研究發表研報指,今年市場開局較為疲軟,但憧憬互換通及市場改革政策出台將繼續支持市場發展,看好利率下降、追落後企業快速增長、人工智能以及國企改革四大投資主題,又預期在人民幣國際化進程,以及恆指變得更加以科技主導,香港可發展為「東方納斯達克」。
該行表示,建議投資者在未來數月關注利率下降及企業可持續盈利增長兩大恆指主要驅動因素,考慮到對利率變動敏感度較高的互聯網及非必需消費品股份權重高,認為全球債券收益率對離岸中國市場影響較大。
匯豐研究預測今年恆指將達到22,490點,國指目標為8,170點,富時香港指數目標則為970點,並選出10隻精選股份,分別為騰訊(00700.HK)、阿里巴巴(09988.HK)(BABA.US)、百勝中國(09987.HK)(YUMC.US)、比亞迪(01211.HK)、理想汽車(02015.HK)(LI.US)、李寧(02331.HK)、港交所(00388.HK)、中國海外(00688.HK)、長實(01113.HK)及龍源電力(00916.HK),全數給予「買入」評級。
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