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花旗降今年恆指目標至19,800點
花旗發表對2024年中港股票市場展望,花旗集團中國股票策略師劉顯達指,該行對今年恆指目標由23,000點下調至19,800點,以反映最新預期今年企業每股盈利增長為9.4%,較2023年17%放緩。至於上半年恆指目標為19,000點。 該行預計,內地今年經濟增長4.6%。主要挑戰包括對工業部門預期可能較低;不再有低基數效應;服務業可能出現潛在增長,但取決於政策執行情況及就業情況等。花旗中國經濟團隊預計,今年內地PPI和CPI將普遍偏低;今年全球經濟增長或按年減慢,可能令出口受阻。 該行上半年港股首選分別為銀河娛樂(00027.HK)、滔博(06110.HK)、友邦(01299.HK)、拼多多(PDD.US)、騰訊(00700.HK)、金蝶(00268.HK)及比亞迪(01211.HK)。 另外,該行預計,美國聯儲局今年7月開始減息,全年合共減100個基點。
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