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全球經濟碎片化 香港聯系人角色更吃香 @ 2024-11-19T Back Hot News
Keyword:目標 大摩 港股 恆指明年底 大行 級至 高盛
Concept:大摩高盛 , 恆指明年底目標
▲ 大行看法|大摩降恆指明年底目標價至19400點 下調中資股至「略為減持」
大摩指美國除會提高內地貨品關稅,亦可能擴大非關稅限制措施,內地當局提前實施刺激以實現明年消費和房地產目標的可能性很低,令內地通貨緊縮或會持續更長時間,兩者皆會使企業盈利增長有壓力,預期明年盈利增速為4%,較今年的5%更低,同時也不利股市估值。大摩最新預計恆指明年底目標的基本預期為19,400點,較原先明年6底目標低近10%。
《大行》大摩降恆指明年底基本預測至19,400點 牛市及熊市情境目標兩萬五及萬四點
在最悲觀情況下,大摩對恆指明年底「最熊」目標低至14000點,國企指數「最熊」目標僅5000點,而最樂觀情況下對國指「最牛」目標則達9000點,基本情況下目標為6970點。
午間新聞精選:大摩:恆指明年底目標19400點
大摩對恆指明年底基本目標19400點 最牛見25000點
高盛降港股評級至「減持」 大摩料恆指明年底「原地踏步」

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