比亚迪、安踏等:花旗上调恒指目标至 25000 点

和讯网
12 May

【花旗上调恒指年底目标至 25000 点】花旗报告称,预期温和政府刺激政策将提振本土,消费、互联网等行业或相关。该行认为内地及香港股市估值不高,略低于历史均值,仍持建设性观点。该行上调消费行业至“增持”并偏好本土股份,因望从政府刺激措施中获潜在收益;下调运输行业至“中性”,因美国贸易关税上升。还喜欢大型互联网股及受惠政府政策支持的科技股。花旗把恒指年底目标由 24500 点调至 25000 点,...

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