《大行報告》大摩列出對港股「焦點股」名單(表)
摩根士丹利發表中國市場展望報告,列出該行旗下港股、A股及中概股市場焦點股名單,均予「增持」投資評級,新納入包括貴州茅台(600519.SH)、北方華創(002371.SZ)及中海油服(02883.HK),同時剔出百勝中國(YUMC.US)、金蝶國際(00268.HK)及攜程(TCOM.US):
股份
阿里巴巴(BABA.US)
安踏(02020.HK)
京滬高鐵(601816.SH)
長江電力(600900.SH)
分眾傳媒(002027.SZ)
香港電訊(06823.HK)
中炬高新(600872.SH)
北方華創(002371.SZ) ※
國電南瑞(600406.SH)
網易(NTES.US)
新秀麗(01910.HK)
中海油服(02883.HK)※
貴州茅台(600519.SH)※
紫金(02899.HK)
中通快遞(ZTO.US)
※:新納入
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