花旗发表研报指，中国正在寻求稳定的经济增长，其成效将取决于外部关税及国内刺激措施的影响。该行的经济学家预计，美国关税将由今年第二季开始分阶段增加，有效税率为15个百分点，并可能导致中国出口下降6%、GDP下跌1%。另外，今年三月举行的“两会”可能为中国带来五大催化因素。
花旗表示，看好国内市场、服务业及A股市场。该行建议一方面增持科技、交通运输及网络等板块股份，以透过盈利增长、政策推动、内部成本削减带来潜在上升空间；另一方面看好货币宽松背景下的A股高收益股走势。
花旗的H股首选名单新增小米-W(01810.HK) 和友邦(01299.HK) ，同时保留腾讯(00700.HK) 、ASMPT(00522.HK) 、携程(TCOM.US) 、比亚迪(01211.HK) 及海尔智家(06690.HK) 。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-15 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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