瑞银:上调恒指目标预测至22100点 予电讯盈科、国泰航空等“买入”评级

美港电讯
30 Sep 2024

【瑞银:上调恒指目标预测至22100点 予电讯盈科、国泰航空等“买入”评级】金十数据9月30日讯,瑞银发表报告,认为近期中国的一系列政策措施以及中央政治局会议,为稳定金融市场、房地产市场以及支持消费作出更果断的支持,该行上调恒指目标预测7.3%,由20,600点调升至22,100点。选股方面会维持杠铃策略,在中国宏观及需求更能反映在基本面之前,维持防守性高收益股票作为偏好名单中的核心部分,因这类股票应受惠于减息周期,当中包括电讯盈科、国泰航空、中银航空租赁、恒基地产、金沙中国、银河娱乐及友邦保险,全部均予“买入”评级。瑞银亦将长和及太古地产从推荐名单中剔除,而降低名单中的防守性偏好。

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