恒指坚守25000点处支撑 瑞银:港股结构性看多

新浪财经
Oct 20

整体上看,恒指上周五出现破位走势后,再度于25000点一线触发反弹,表明多头继续在这一位置坚守。瑞银重申将恒指目标点位维持在 25300 点。瑞银表示,目前恒指估值较十年均值高出 0.6 个标准差,主因港股科网公司占比提升,推动指数估值重构。策略上,瑞银表示对香港市场 “选择性乐观” (selectively positive),重点关注受降息利好的行业。优先推荐中资高股息股、互联网,以及受惠“反...

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