《大行報告》花旗料可受惠人大會議出台刺激政策的中資股名單(表)
就中國全國人大會議將於5月22日舉行,花旗發表報告預期中國政府為穩著經濟增長及就業市場,料會公布一系列具體的刺激經濟措施,料當局從七大領域公布相關措施,包括恢復生產、擴大城市化需求、提高財政赤字、推動大型區域發展、對大都會群進行建設、對石氣行業進行改革及自由化、推動新科技發展。
該行料上述政策將利好互聯網、醫療健康、消費、內房、原材料建築、科技服務,並列出7隻潛在受惠股份的名單:
股份│投資評級│目標價(港元)
騰訊(00700.HK)│買入│495元
阿里健康(00241.HK)│買入│20元
滔搏(06110.HK)│買入│12.24元
世茂房地產(00813.HK)│買入│38.8元
華潤水泥(01313.HK)│買入│12.6元
廣聯達(002410.SZ)│買入│54元人民幣
新奧能源(02688.HK)│買入│94元
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