大和发表下半年港股展望报告，表示由于中国的周期性向上趋势、通胀温和及央行积极政策支持下，料中国股市可成为一个相对的 “避风港”，将恒指今年底目标由 27000 点降调至 24500 点，认为恒指盈测下调将会稳定，甚至下半年或可有所改善。大和预计政府将采取一系列措施来促进平台经济和消费，而最新得益者的排序更新为互联网平台、基础、消费和房地产。因此，该行归纳下半年 3 大投资主题，第一是政策受惠股，第二是毛利率复苏，以及第三是特定行业，并列出中港股市的首选股名单。
大和：下调恒指今年底目标至 24500 点
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