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光大證券:維持恆指今年目標23,000點 看好中資金融及內地消費等板塊
光大證券國際證券策略師伍禮賢預期,港股下半年延續回穩勢態,保持樂觀看法,並維持恆指今年目標23,000點,而今年每股盈利預測上升14%,明年則預測上升9%,上證指數全年目標則為3,700點。他建議,投資者下半年可考慮以「ACE」三大投資主題,其中可以高評級債券,作為環球資產配置其一策略,主要是防守性高及具有較高存續期。 至於板塊行業方面,他看好「中資金融股」及「內地消費股」,包括中國銀行(03988.HK)、中國太保(02601.HK)、京東健康(06618.HK)以及名創優品(09896.HK);另外,他亦看好復甦及收息主題,包括保誠(02378.HK)、金沙中國(01928.HK)、領展(00823.HK)及中國聯通(00762.HK)。 他認為,現時科技股業績表現分化,即使看好該板塊下半年表現空間不俗,但偏好具潛力且前景良好的股票,例如騰訊(00700.HK)及美團(03690.HK)等;同時又指,「中特估」概念股仍然是下半年市場的關注點之一,主要是港股走勢弱,暫未有行業受資金持續關注,即使現時其累計升勢較大,但估值較低,料下半年有不俗表現。 對於下周正式推出港元-人民幣雙櫃台模式,他認為市場大致上已消化消息,相信長期而言,該政策有助提高港股活躍程度及交易量,惟投資者短期內需時適應。(ca/k) ~
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