富瑞发表报告指，内地在上月底公布的刺激措施令人惊喜，其明确目标为结束通缩。该行相信，此轮量化宽松是可持续的，并有助扭转需求。大部分商品在旺季来临前都有良好的去库存情况，预期第四季的需求按年将有所改善，因为第四季的基数较低，例如水泥。该行第四季最看好是水泥，因为看到更多令人信服的证据，显示供应的限制会导致更可持续的价格上升。该行称，在刺激计划下，对所有商品在第四季都感到正面，偏好依次为水泥、铝、铜、铁，最后是煤。
该行上调中资水泥股目标价，海螺水泥(00914.HK) 目标价由15元升至30元，华润建材(01313.HK) 目标价由0.94元升至2.47元，两股评级同样升至“买入”。另外，该行将中国建材 (03323.HK) 目标价由4.01元升至6.04元，以及中国宏桥(01378.HK) 目标价由12.2元升至15.6元，两股评级皆维持“买入”。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-08 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.