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《大行报告》花旗对中资股最新首选股名单(表)
阿思达克 06-18 12:39

花旗发表亚太区2019年下半年市场展望报告,相信贸易战是影响中资股最主要因素,相信双方仍有可能达成协议,但时间及路径难以预测,料内地当局会放松政策。该行料MSCI中国指数至今年底仍有约5%潜在升幅(目标为80点,予沪深300指数目标3,700点)。

该行对行业配置持谨慎态度,倾向和内需相关股份,列出对中资股最新首选股名单:

股份│投资评级│目标价

阿里巴巴│买入│229美元

新奥能源(02688.HK)│买入│90港元

蒙牛乳业(02319.HK)│买入│35.66港元

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