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恆指挫247 花旗削年底目標至19800 @ 2024-09-11T Back Hot News
Keyword:花旗 恆指
Concept:首選股騰訊 , 花旗降恆指年底目標
恆指 | 花旗降年底恆指目標至19800點,首選股增騰訊等
《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」
花旗削恆指年底目標至19800點 惟續睇好H股多於A股
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。

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