【券商聚焦】高盛：港股估值具吸引力，恒指目标看26,000点_老虎社区_美港股上老虎

【券商聚焦】高盛：港股估值具吸引力，恒指目标看26,000点

金吾财讯02-24

（原标题：【券商聚焦】高盛：港股估值具吸引力，恒指目标看26,000点）金吾财讯|高盛发布研报指，港股市场估值处于历史低位，恒生指数(HSI.HK)当前水平具备显著吸引力，给予目标点位26,000点。报告显示，前一交易日恒指收涨1.2%，国企指数(HSCEI.HK)及恒生科技指数(HSTECH.HK)分别上涨1.5%和2.3%。行业方面，高盛特别看好科技及消费板块，预计在政策支持及消费复苏带动下，相关行业盈利有望改善。报告提及美团(03690.HK)和腾讯(00700.HK)为科技板块首选，维持“买入”评级；同时看好李宁(02331.HK)在消费领域的表现，目标价85港元。宏观层面，美联储维持利率不变，市场流动性环境相对宽松，有助于港股估值修复。高盛建议投资者关注估值合理且盈利确定性高的优质标的。

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