---
title: "瑞银升恒指今年目标至 22100 点"
description: "瑞银将恒指今年目标上调 7% 至 22100 点，认为市场有更多上行空间，主要受益于利率下降、美元走弱及政策刺激。瑞银维持杠铃策略，偏好防御性高收益股票及旅游相关股票，同时将 MSCI 香港小幅上调 1% 至 9600。推荐股票包括电讯盈科、国泰、中银航空租赁、恒地、金沙中国、银娱及友邦保险。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/215686600.md"
published_at: "2024-10-01T06:43:03.000Z"
---

# 瑞银升恒指今年目标至 22100 点

> 瑞银将恒指今年目标上调 7% 至 22100 点，认为市场有更多上行空间，主要受益于利率下降、美元走弱及政策刺激。瑞银维持杠铃策略，偏好防御性高收益股票及旅游相关股票，同时将 MSCI 香港小幅上调 1% 至 9600。推荐股票包括电讯盈科、国泰、中银航空租赁、恒地、金沙中国、银娱及友邦保险。

港股持续急升，瑞银将恒指今年目标上调 7% 至 22100 点，认为随着利率下降、美元走弱、中国政策刺激力度超预期及盈利预期上调，市场还有更多上行空间。选股方面，该行维持杠铃策略 (barbell approach)，偏好防御性高收益股票和与内地宏观相比 beta 系数高的旅游相关股票。另外，瑞银同时将 MSCI 香港 (美元) 小幅上调 1% 至 9600。

瑞银的推荐名单，包括电讯盈科 (008)、国泰 (293)、中银航空租赁 (2588)、恒地 (012)、金沙中国 (1928)、银娱 (027) 及友邦保险 (1299)。

### Related Stocks

- [00008.HK - 电讯盈科](https://longbridge.com/zh-CN/quote/00008.HK.md)
- [00293.HK - 国泰航空](https://longbridge.com/zh-CN/quote/00293.HK.md)

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