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《大行》交銀國際列出7月推介名單(表)
交銀國際發表報告表示,港股正處於多重利好因素共振的有利窗口期,科技板塊有望成下一輪上漲行情重要引擎,港股當前適度的擁擠度狀態為投資者提供較理想的配置窗口,特別是在科技板塊估值壓力充分釋放的背景下,該行認為港股從結構性行情向更為廣泛的全面上漲轉換,仍需要更加強有力的基本面支持以及政策催化因素,以推動市場情緒的全面回暖和參與度的明顯提升。而待催化條件得以滿足,港股便有望實現向趨勢性上漲的有效轉換。 該行列出7月推介股份名單: 股份│投資評級│目標價 中國太保(02601.HK)│買入│32港元 領展(00823.HK)│買入│47.7港元 豪威集團(603501.SH)│買入│180元人民幣 騰訊(00700.HK)│買入│604港元 小鵬-W(09868.HK)│買入│134.69港元 三生製藥(01530.HK)│買入│27港元 泡泡瑪特(09992.HK)│買入│300港元 協鑫科技(03800.HK)│買入│1.49港元
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