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渣打:倘內地推2萬億人幣財政措施恆指最樂觀料見24500|即時新聞|產經 @ 2024-10-03T Back Hot News
Keyword:恆指 渣打 港股 目標 瑞銀
Concept:瑞銀上調恆指目標
渣打北亞區投資總監鄭子豐表示,內地9月底公布減息、支持樓市及穩定股市一系列措施以來,恆指曾累計升逾20%但估值仍然合理,加上大型投資者持倉仍偏低,對港股上升動力持續謹慎樂觀。
渣打發布第四季度港股及環球投資展望,該行北亞區投資總監鄭子豐表示,由於政策刺激力度超出預期,對於港股基本區間預測上調至20000至22500點,在樂觀的情形下,即如若即將推出的財政措施超過2萬億人幣,則恆指有機會升至24500點,但其坦言,22700點會是較大挑戰的阻力位。
他又指,雖然港股於22000點水平有阻力,但若以較長線走勢看,恆指僅處於過去5年的中下游區間,並非缺乏進一步上升空間,關鍵將取決於中央會否再推一些強力的刺激經濟措施,以達至全年經濟增長5%的目標。
港股經連日急升後,今早出現大幅回吐,恆指曾跌約1000點,惟臨近收市跌幅不斷收窄,中午收市僅跌700.55點,收報21743.18點,對於港股會否重演2007年8月17日的「大奇跡日」,渣打北亞區投資總監鄭子豐於記者會表示,這要視乎午後,歐洲資金的走向,會否趁調整而大手吸納港股。
#渣打#鄭子豐#恆指#香港股票

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