---
title: "瑞銀升恒指今年目標至 22100 點"
description: "瑞銀將恆指今年目標上調 7% 至 22100 點，認為市場有更多上行空間，主要受益於利率下降、美元走弱及政策刺激。瑞銀維持槓鈴策略，偏好防禦性高收益股票及旅遊相關股票，同時將 MSCI 香港小幅上調 1% 至 9600。推薦股票包括電訊盈科、國泰、中銀航空租賃、恆地、金沙中國、銀娛及友邦保險。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/215686600.md"
published_at: "2024-10-01T06:43:03.000Z"
---

# 瑞銀升恒指今年目標至 22100 點

> 瑞銀將恆指今年目標上調 7% 至 22100 點，認為市場有更多上行空間，主要受益於利率下降、美元走弱及政策刺激。瑞銀維持槓鈴策略，偏好防禦性高收益股票及旅遊相關股票，同時將 MSCI 香港小幅上調 1% 至 9600。推薦股票包括電訊盈科、國泰、中銀航空租賃、恆地、金沙中國、銀娛及友邦保險。

港股持續急升，瑞銀將恒指今年目標上調 7% 至 22100 點，認為隨着利率下降、美元走弱、中國政策刺激力度超預期及盈利預期上調，市場還有更多上行空間。選股方面，該行維持槓鈴策略 (barbell approach)，偏好防禦性高收益股票和與內地宏觀相比 beta 系數高的旅遊相關股票。另外，瑞銀同時將 MSCI 香港 (美元) 小幅上調 1% 至 9600。

瑞銀的推薦名單，包括電訊盈科 (008)、國泰 (293)、中銀航空租賃 (2588)、恒地 (012)、金沙中國 (1928)、銀娛 (027) 及友邦保險 (1299)。

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- [00008.HK - 電訊盈科](https://longbridge.com/zh-HK/quote/00008.HK.md)
- [00293.HK - 國泰航空](https://longbridge.com/zh-HK/quote/00293.HK.md)

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