金吾财讯 | 瑞银发布报告，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，该行上调恒生指数目标预测7.3%，由20,600点调升至22,100点。
该行表示，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(00008)、国泰航空(00293)、中银航空租赁(02588)、恒基地产(00012)、金沙中国(01928)、银河娱乐(00027)及友邦保险(01299)，全部均予“买入”评级。瑞银亦将长和(00001)及太古地产(01972)从推荐名单中剔除，而降低名单中的防守性偏好。
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