《大行》匯豐研究上調年底上證指數目標至4,000點 籲關注四大投資主題
匯豐研究發表研究報告指,充裕的境內流動性持續推動今波中國股市升浪,資金主要來源於存款遷移、基金發行及保險資金入市,建議投資者關注四大投資主題,分別為中國資金買入中國資產、人工智能、企業走出去及反內捲。
該行上調對A股市場2025年底的指數目標預測,預期仍有5%至7%的潛在升幅,上證指數今年底目標由3,700點上調至4,000點,滬深300指數目標由4,300點上調至4,600點,深證成指目標由11,500點上調至13,000點。
匯豐研究預期AI將繼續是市場關鍵投資主題,特別是AI基建板塊,預料可受惠於雲服務供應商資本開支上升週期及AI滲透率提升。
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