【券商聚焦】招银国际指春季反弹可期，看好科技与消费板块_老虎社区_美港股上老虎

【券商聚焦】招银国际指春季反弹可期，看好科技与消费板块

金吾财讯01-09

（原标题：【券商聚焦】招银国际指春季反弹可期，看好科技与消费板块）金吾财讯|招银国际发布研报指，前一交易日恒生指数上涨5.3%，重点地产股与物业股分别上涨6.5%和6.2%。报告预计2026年中国GDP增速将放缓至4.8%，但通缩压力有望改善，宏观政策或进一步宽松，股市可能迎来春季反弹。科技板块方面，报告认为AI创新将持续驱动算力产业链高景气，端侧AI产品加速落地，推荐立讯精密(002475....

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保险板块有望迎来\"戴维斯双击\"，推荐中国平安(02318.HK)目标价75港元。房地产政策放松预期增强，建议关注华润置地(01109.HK)、贝壳(BEKE.US)。工程机械行业受益更新需求，推荐三一重工(06031.HK)、潍柴动力(02338.HK)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}