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《展望》券商港股首选股综合名单(摩通、野村等)-下篇
阿思达克 06-30 17:29
据摩根大通上月报告,列出港股及中资股首选股名单:

万科(02202.HK)

三一重工(600031.SH)

阿里巴巴(BABA.N)

贵州茅台(600519.SH)

药明生物(02269.HK)

迈瑞医疗(300760.SZ)

中国飞鹤(06186.HK)

汇川技术(300124.SZ)

格力电器(000651.SZ)

万科(02202.HK)

港交所(00388.HK)

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国信证券本月中发表报告,列出模拟组合名单:

腾讯(00700.HK)

阿里巴巴(09988.HK)

美团点评(03690.HK)

中国东方教育(00667.HK)

安踏教育(02020.HK)

中芯国际(00981.HK)

华虹半导体(01347.HK)

中生制药(01177.HK)

中国恒大(03333.HK)

赣锋锂业(01772.HK)

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野村於5月下旬发表报告,列出中港市场的首选股名单:

阿里巴巴(BABA.N)

腾讯(00700.HK)

中国平安(02318.HK)

招行(03968.HK)

中国海外(00688.HK)

新东方(EDU.N)

石药集团(01093.HK)

中国铁塔(00788.HK)

新大陆(000997.SZ)

沪电股份(002463.SZ)

先导智能(300450.SZ)

华晨中国(01114.HK)

港交所(00388.HK)

万洲国际(00288.HK)

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交银国际本月中发表今年下半年投资展望报告,列出半年首推买入11股:

阿里巴巴(09988.HK)

舜宇光学(02382.HK)

中生制药(01177.HK)

丽珠医药(01513.HK)

宝胜国际(03813.HK)

滔搏国际(06110.HK)

招商银行(03968.HK)

中国平安(02318.HK)

世茂房地产(00813.HK)

新奥能源(02688.HK)

永达汽车(03669.HK)

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法巴5月中发表报告,列出该行亚太区模拟组合名单:

中国东方教育(00677.HK)

中国教育集团(00839.HK)

安踏(02020.HK)

美的集团(000333.SZ)

洋河酒厂(002304.SZ)

恒安国际(01044.HK)

信达生物制药(01801.HK)

新奥能源(02688.HK)

招行(03968.HK)

中国平安(02318.HK)

国寿(02628.HK)

美的置业(03990.HK)

雅居乐(03383.HK)

腾讯(00700.HK)

阿里巴巴(BABA.N)

海康威视(002415.SZ)

立讯精密(002475.SZ)

联通(00762.HK)

京东(JD.US)

中海油(00883.HK)

申洲国际(02313.HK)

银河娱乐(00027.HK)

友邦保险(01299.HK)

港交所(00388.HK)

中银香港(02388.HK)

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申万宏源於本月初报告,列出其离岸中资股股票组合:

股份:

华润啤酒(00291.HK)

腾讯(00700.HK)

中兴(00763.HK)

中海油(00883.HK)

旭辉(00884.HK)

中生制药(01177.HK)

希望教育(01579.HK)

邮储银行(01658.HK)

小米(01810.HK)

金沙中国(01928.HK)

安踏体育(02020.HK)

舜宇光学(02382.HK)

雅生活服务(03319.HK)

美团点评(03690.HK)

中金公司(03908.HK)

阿里巴巴(09988.HK)

拼多多(PDD.US)

新东方(EDU.N)

(wl/t)

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