大華繼顯:中資股負面因素已反映 首選股納入銀娛及攜程
大華繼顯發表大中華市場報告表示,恆指於去年12月表現持平,但MSCI中國指數按月跌2.6%,雖然當局推出新支持政策及市場憧憬美聯儲局今年將會下調息率,但投資者憂慮宏觀數據疲軟後紛紛拋售。該行指,基於MSCI中國指數未來12個月預測市盈率僅9倍,預計大部分負面因素已被反映,並指上月外資對中國股市的配置進一步削減,如果今年3月兩會前夕出現更多利好消息,則增加更強勁反彈的可能性。
該行最新中資股首選名單新納入銀娛(00027.HK)及攜程-S(09961.HK),認爲兩股均可受惠於農曆新年旅遊旺季,並料銀娛至今年首季市場份額可持續提高。
大華繼顯港股首選股還包括安踏(02020.HK)、中遠海運港口(01199.HK)、華潤萬象生活(01209.HK)、石藥(01093.HK)、信達生物(01801.HK)、聯想集團(00992.HK)、龍湖(00960.HK)、網易-S(09999.HK)、拼多多(PDD.US)及舜宇(02382.HK),給予以上股份均爲「買入」評級。
該行表示在原先買入名單中的貴州茅臺(600519.SH)先行獲利,並對原先買入名單中的長汽(02333.HK)、港交所(00388.HK)及快手(01024.HK)進行止損。該行同時建議沽出比亞迪(01211.HK)和吉利(00175.HK),因爲削減購車補貼可能會產生負面影響。(wl/u)
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