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Morning精點|花旗調低恆指目標價、年底看19800點|匯豐據報考慮合並工商金融及投資銀行業務|阿里巴巴獲納入港股通 @ 2024-09-10T Back Hot News
Keyword:花旗 恆指 騰訊
Concept:互聯網股首選騰訊 , 花旗降年底恆指目標
恆指 | 花旗降年底恆指目標至19800點,首選股增騰訊等
9月9日|花旗將恆生指數今年底目標下調3%至19800點,明年中目標亦調低5%至21000點。花旗指,在港上市的中國H股對美聯儲減息更為敏感,因此繼續看好H股多於A股。但由於企業盈利、中國電力需求和貨幣供應M2增長放緩,故此調低恆指目標。花旗將電訊股由「中性」上調至「增持」,反映今年上半年業績優於預期,且收益率具吸引力;原材料股則由「增持」降至「中性」,主要考慮到銷量和價格的下行風險。股份方面,該行新增首選股騰訊、萬國數據及海爾智家;維持ASMPT、創科實業、比亞迪為首選買入。
花旗於最新H股首選股名單中,加入騰訊 (00700)、萬國數據 (09698)、中國人保 (01339)及海爾 (06690),並維持ASMPT (00522)、創科實業 (00669)及比亞迪 (01211)。
行業方面,考慮中資電訊股中績勝預期及股息率吸引,花旗對電訊股看法由「中性」上調至「增持」;惟憂慮銷量及價格下行,對基本原材料股看法由「增持」下調至「中性」。該行又維持對工業、互聯網及科技股的「增持」看法。鑒於H股的估值折讓較多,且受惠於美元減息,因此看好H股多於A股,H股首選股加入騰訊(00700.HK)、萬國數據-SW(09698.HK)、人保(01339.HK)及海爾智家(06690.HK),並保留ASMPT(00522.HK)、創科(00669.HK)及比亞迪(01211.HK)的首選股地位。
《大行》花旗降恆指今年底目標至19,800點 H股首選股加入騰訊、萬國數據、人保及海爾智家 上調電訊股看法至「增持」

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