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花旗:上調恆指年底目標至25000點 優先買入名單包括騰訊、比亞迪及安踏等
花旗發表報告指,預期溫和的政府刺激政策以提振本土經濟,對消費、互聯網、資源及科技行業或較爲相關。該行認爲內地及香港股市看來並不昂貴,並略低於歷史平均值,因此仍持建設性觀點。該行上調消費行業至“增持”並偏好本土股份,並希望從政府的刺激措施中獲取潛在收益;下調運輸行業至“中性”,基於美國貿易關稅上升。該行亦喜歡大型互聯網股及受惠政府政策支持的科技股。該行把恆指年底目標由24500點上調至25000點,明年年中目標26000點。MSCI中國指數年底目標由78點上調至79點,明年年中目標82點。該行的H股優先買入名單包括騰訊、華能國電、比亞迪、友邦及安踏。
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