智通财经APP获悉，花旗发表报告称，预期温和的政府刺激政策将提振经济，对消费、互联网、资源及科技行业或较为相关。该行上调恒指年底目标由24500点至25000点，明年年中目标26000点。MSCI中国指数年底目标由78点上调至79点，明年年中目标82点。
花旗认为，内地及香港股市看来并不昂贵，并略低于历史平均值，因此仍持建设性观点。H股优先买入名单包括腾讯(00700)、华能国电(00902)、比亚迪(01211)、友邦(01299)及安踏(02020)。
花旗指，内需板块有望从政府的刺激措施中获取潜在收益，上调消费行业至“增持”评级；下调运输行业至“中性”，基于美国贸易关税上升。该行亦看好大型互联网股及受惠政府政策支持的科技股。
花旗另指，通讯基础设施、硬件、太阳能、半导体和工业板块是关税战下最脆弱产业；银行、消费、保险及公用事业的相关性则较小。
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