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大行評級|花旗:恆生互聯網科技業指數短期仍有5%至15%潛在上升空間 關注“中國製造”主題落後股
格隆匯 02-19 12:20
花旗發表研報指,恆生互聯網科技業指數(HSIII)年初至今累升27%,以今年1月低位計升幅更達37%,相信主要受到人工智能和DeepSeek等發展,以及民營企業座談會所推動,預計該指數短期內有5%至15%的上升空間,建議投資者關注可獲科技賦能的“中國製造”投資主題落後股,包括中國航空科技工業、中集安瑞科、時代電氣、中國通號、東方電氣及紫金礦業等,或有更大的上行潛力,全數給予“買入”評級。花旗列出中國製造的十個相關行業,包括信息科技、機械人、綠色能源與汽車、航空航天設備、海洋工程與高科技船舶、鐵路設備、電力設備、新材料、醫藥與醫療設備及農業機械。另外,花旗將恆指今年6月底及年底目標上調至23800及24500點,因應小米股價累積升幅不少,已從該行買入名單中移除。
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