大行評級|中銀國際:留意港股通交易活躍股票 首選騰訊、美團、快手等
中銀國際發表研究報吿指,今年5月底恒指收報18,079.6點,按月上升1.8%,單月日均成交額為1,398億港元,按月升24%。5月南向交易淨流入645億元,低於3月及4月的786億及735億元。中銀國際指出,南向交易在港股市場中扮演重要角色,過去幾年南向交易淨流入規模可觀,為穩定香港股市發揮了重要作用,建議投資者密切關注部分成交活躍的南向通股票。
展望未來六個月,該行預期內地投資者透過南向通買賣港股的強勁需求將維持不變,主要由於港股市場估值仍然吸引及股息率較高,預計全年南向交易規模將從2023年的2,894億元增至6,000億元,當中銀行、電信、互聯網、汽車製造、材料和能源板塊預料較受關注。該行選股包括:騰訊、美團、快手、中國移動、中海油、中國神華、中石油、小米、建設銀行、工商銀行及小鵬汽車,均給予“買入”評級。
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