花旗維持年中恆指目標23,000點
花旗銀行投資策略及環球財富策劃部主管廖嘉豪稱,若市場對經濟復甦的信心恢復,特別是內房板塊,或帶動內地及香港股市,並看好中國互聯網板塊、濠賭股及新能源汽車等板塊,維持今年中恆指目標23,000點。
該行指,雖然中國互聯網板塊基本面良好,且估值極吸引,但目前整體投資情緒仍偏謹慎,如宏觀經濟環境繼續改善,且地緣緊張局勢緩解,海外資金或從美國或印度等地重新轉向中國,並利好中國相關板塊的表現。
該行指,八大主題因素影響中國互聯網板塊,包括消費行為模式變化;娛樂休閒活動需求進一步上升;優化成本帶動企業盈利增速;海外市場擴張;各平台競爭更加激烈;AI技術進步及變現能力;增強股東回報; ESG。
濠賭股方面,該行指,有3個因素支持澳門2024年博彩總收入按年增長19%至2160億澳門元,包括澳門訪客量恢復;賭客平均注碼與2023年持平;澳門逗留時間輕微增長。該行料2024年行業EBITDA預測將達約87億美元,即恢復到2019財年EBITDA的約90%。
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