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高盛:港股明年目標26500點看好中資股 @ 2013-11-27T02: Back Hot News
Keyword:高盛 恆指 港股
Concept:高盛料恆指明年 , 港股明年目標26500點
高盛亞洲/香港策略分析師劉勁津稱,港股及中資股比較,後者估值更吸引。他看好內銀股盈利明年向好,故把恆指目標由25500點上調至26500點,較昨日恆指水平潛在升幅約有11.9%。高盛目標為市場最樂觀,據統計,市場恆指目標約處24000至25000點水平。
另外,本月初曾表示恆指明年目標達25500關的高盛,昨日調高恆指目標至26500關,該行並且承認上調目標的原因,是基於三中全會的細節,令該行對中國的前景進一步樂觀,同時預料重磅行業,例如內銀及石油業的回報佳。
11月7日消息,據媒體報道,中美兩大隱憂當前,包括美債息趨升、中國經濟放緩,高盛「輕倉」港股,但在企業盈利支撐下,仍預測恆指明年見25500點,潛在升幅約1成。

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