《大行報告》花旗最新港美市場中資股首選名單(表)
花旗發表報告,內地經濟活動因復工呈持續復甦,該行估計中國今年GDP預測可由首季跌6.8%,至全年改善至增長2.4%,該行料優質股可跑贏大市,建議增持互聯網、日常消費品、醫療、教育、基建及科技板塊。而內地近日亦明確定義了「新基建」的範圍包括信息基礎設施、融合基礎設施及創新基礎設施,該行稱喜愛新經濟股份多於舊經濟股份。
該行同時列出最新8隻港美市場中資股首選:
股份│投資評級│目標價(港元)
美團點評(03690.HK)│買入│117元
騰訊(00700.HK)│買入│495元
中生製藥(01177.HK)│買入│16.6元
好未來教育(TAL.N)│買入│62美元
高鑫零售(06808.HK)│買入│13.5元
安徽海螺水泥(00914.HK)│買入│65.3元
中鐵建(01186.HK)│買入│12元
新奧能源(02688.HK)│買入│94元
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