You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》星展予恆指明年目標19,500點 薦十隻首選包括中移動等
星展發表港股策略展望報告,料港股正在觸底,估計恆指明年基本情境可上試19,500點(料發生概率60%),潛在升幅15%,此基於中國經濟可「軟著陸」增長6%、估計恆指明年估值水平可回升至9.7倍(對比在低利率環境時期的預測市盈率估值為8.5倍)。該行予國指明年基本情境目標6,500點(相當於預測市盈率8.9倍)。 該行指在「牛市」情境下予恆指明年目標22,000點(料發生概率15%),此相當於預測市盈率10.6倍;該行指在「熊市」情境下予恆指明年目標14,400點(料發生概率25%),此相當於預測市盈率8.1倍。 該行指港股市場呈現滯後,相信受到美國利率、外資流動及政策因素所左右,料美聯儲局將於2024年第三季起減息,料可支持全球股市估值及令資金流向新興市場/亞洲。若然內地政策制定者能夠成功實現經濟「軟著陸」、並在一定程度上有效緩解內房市場和地方政府融資平台的相關風險,估計外國投資者對中國市場的悲觀情緒可能會減輕。 行業偏好方面,星展看好科技硬體、互聯網和醫療保健(主要是生物科技),因為從長遠來看,相關公司受益於中國的高品質發展、短期內的行業升級或觸底等。該行列出港股明年首選股安踏(02020.HK)、比亞迪電子(00285.HK)、中移動(00941.HK)、貝殼-W(02423.HK)、理想-W(02015.HK)、新秀麗(01910.HK)、騰訊(00700.HK)、攜程-S(09961.HK)、藥明生物(02269.HK)及小米-W(01800.HK)。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account