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《展望》券商港股首选股综合名单-上篇(大摩、高盛等)
阿思达克 06-28 18:24

据高盛6月初发表报告,列出予「确信买入」名单的股份:

新鸿基地产(00016.HK)

海尔电器(01169.HK)

碧桂园 (02007.HK)

置地(HKL.SP)

百胜中国(YUMC)

申洲国际(02313.HK)

世茂房地产(00813.HK)

广汽集团(02238.HK)

澳博控股(00880.HK)

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据摩根士丹利6月中报告,列出中港市场焦点股名单:

友邦保险(01299.HK)

海螺水泥(00914.HK)

建设银行(00939.HK)

中国铁建(01186.HK)

旭辉控股(00884.HK)

广汽集团(02238.HK)

恒生银行(00011.HK)

香港交易所(00388.HK)

香港电讯(06823.HK)

恒瑞医药(600276.SH)

马鞍山钢铁-A(600808.SH)

国电南瑞(600406.SH)

宝信软件(600845.SH)

腾讯控股(00700.HK)

招金矿业(01818.HK)

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据中银国际6月中报告,列出对港股推介股份:

腾讯(00700.HK)

阿里巴巴(BABA.US)

汇控(00005.HK)

中移动(00941.HK)

建行(00939.HK)

中国平安(02318.HK)

网易(NTES.US)

中石油(00857.HK)

中石化(00386.HK)

中国通号(03969.HK)

申洲国际(02313.HK)

中电信(00728.HK)

中国神华(01088.HK)

中国铁塔(00788.HK)

港交所(00388.HK)

中信银行(00998.HK)

国寿(02628.HK)

中国海外(00688.HK)

中国建筑(03311.HK)

百度(BIDU.US)

碧桂园(02007.HK)

鞍钢(00347.HK)

舜宇(02382.HK)

华润水泥(01313.HK)

复星医药(02196.HK)

中信国际电讯(01883.HK)

福耀玻璃(03606.HK)

龙光地产(03380.HK)

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据中金6月中发表海外中资股策略报告,列出该行略H股首推股票组合:

安踏体育(02020.HK)

永达汽车(03669.HK)

长城汽车(02333.HK)

中升控股(00881.HK)

蒙牛乳业(02319.HK)

中国生物制药(01177.HK)

石药集团(01093.HK)

腾讯控股(00700.HK)

金蝶国际(00268.HK)

中国交通建设(01800.HK)

中移动(00941.HK)

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光大证券6月中发表报告,列出下半年港股关注公司列表:

IGG(00799.HK)

天伦燃气(01600.HK)

中国金茂(00817.HK)

雅生活服务(03319.HK)

网龙(00777.HK)

枫叶教育(01317.HK)

光大国际(00257.HK)

中国国航(00753.HK)

安踏体育(02020.HK)

天虹纺织(02678.HK)

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申万宏源於6月初报告,列出离岸市场投资组合名单:

汇丰控股(00005.HK)

银河娱乐(00027.HK)

金蝶国际(00268.HK)

腾讯控股(00700.HK)

华润置地(01109.HK)

友邦保险(01299.HK)

中国信达(01359.HK)

三生制药(01530.HK)

安踏体育(02020.HK)

中国财险(02328.HK)

永达汽车(03669.HK)

宇华教育(06169.HK)

阿里巴巴(BABA.US) (fc/w/t)

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