《大行報告》一表列出高盛料潛在受惠中國經濟復甦的中資股名單
高盛發表報告表示,雖然內地全面放鬆部份地區「封城」措施的時機仍存不確定性,但基於中國疫苗開發及香港的經驗,該行認爲參與潛在受惠中國經濟復甦的投資主題正變得吸引,該行挑選潛在關受惠股份,並列出如下:
消費復甦:
中國中免(601888.SH)
銀河娛樂(00027.HK)
金沙中國(01928.HK)
Yum China (YUMC.US)
周大福(01929.HK)
攜程(TCOM.US)
中國國航(601111.SH)
分衆傳媒(002027.SZ)
南方航空(600029.SH)
華利集團(300979.SZ)
華東醫藥(000963.SZ)
錦江酒店(600754.SH)
泡泡瑪特(09992.HK)
宋城演藝(300144.SZ)
首旅酒店(600258.SH)
永利澳門(01128.HK)
九毛九(09922.HK)
國藥控股(01099.HK)
海倫司(09869.HK)
製造業復甦:
寧德時代(300750.SZ)
上汽集團(600104.SH)
寶鋼股份(600019.SH)
京滬高鐵(601816.SH)
包鋼股份(600010.SH)
中國宏橋(01378.HK)
格科微(688728.SH)
盛美上海(688082.SH)
環旭電子(601231.SH)
思源電氣(002028.SZ)
芯原股份(688521.SH)
固德威(688390.SH)
江海股份(002484.SZ)
長信科技(300088.SZ)
上海環境(601200.SH)
楚江新材(002171.SZ)
富奧股份(000030.SZ)
岱美股份(603730.SH)
保隆科技(603197.SH)
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.