大新銀行(02356)上調醫療保健行業觀點至看好 X
28/04/2025 18:00
<匯港通訊>    大新銀行(02356)經濟研究及投資策略部今日發表最新股市策略分析，環球貿易戰緊張情況有所緩和，恒生指數上周升2.7%，報21,980點。

受惠新藥研究進展以及醫療科技發展，該行上調醫療保健行業的觀點至看好。內地或會更重視提振內需(尤其是消費)，加上內地的人工智能發展，中線或仍可支持港股。

整體行業觀點方面，該行上調資訊科技、電訊及醫療保健行業的觀點至略為看好，上調金融、非必需性消費、必需性消費、綜合企業、原材料及工業行業至中性，能源、地產建築及公用行業為略為看淡。 (LF)

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