《大行報告》瑞銀:明年看好中國股市 喜愛互聯網股 薦20隻「優質市場領導者」股
瑞銀發表中國市場明年股票策略報告,估計明年中國經濟實質GDP增長或放緩至4.4%,鑑於股市估值處於低谷、投資者持倉倉位較低、政策支持加速以及獲利動能改善,該行估計美國經濟出現相當溫和的衰退,同時全球利率下降,將看好中國股市前景。
該行預期2024年的全球環境也有利於中國股市的合理表現,總體而言,在每股收益成長10%和市盈率部分正常化的推動下,估計MSCI中國指數明年目標68點,潛在上漲空間15%,料成份股明年盈利增長10%。該行所青睞的行業,增加了教育、體育用品和食品飲料,並取代了酒店、家電和高速公路,而互聯網仍然是該行的首選。
瑞銀指亦重點介紹20家「優質市場領導者」(quality market leaders)的追蹤籃子,包括比亞迪(01211.HK)、貴州茅台(600519.SH)、招行(03968.HK)、華潤啤酒(00291.HK)、寧德時代(300750.SZ)、藥明康德(02359.HK)、海爾智家(600690.SH)、騰訊(00700.HK)、阿里(BABA.US)、網易(NTES.US)、中國中免(601888.SH)、華住集團(HTHT.US)、匯川技術(300124.SZ)、恆立液壓(601100.SH)、紫金(02899.HK)、長江電力(600900.SH)、華潤置地(01109.HK)、百勝中國(YUMC.US)、隆基綠能(601012.SH)及安踏(02020.HK),全部均予「買入」評級。
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