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大行評級|花旗:考慮到基本面可見度及短期上行潛力 科技與通信行業偏好高偉電子及瑞聲等
花旗發表研報指,近日中國當局出台一系列刺激措施,資金流入,見到有不少投資者對中國科技與通信行業重拾興趣,當中小米、中際旭創、工業富聯、ASMPT、長電科技、韋爾股份等都備受關注。花旗評級的科技與通信A股及H股指數(撇除電信商)加權平均回報在過去兩星期分別累升29%及27%,憧憬當局再推出措施促進消費,預期可帶來上行動力。考慮到基本面可見度和短期上行潛力,花旗更看好高偉電子、瑞聲科技、工業富聯、天孚通信、中際旭創、勝宏科技、長電科技及韋爾股份。
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