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《大行報告》高盛料拜登勝選機會較高情境下股價可跑贏的中資股名單(表)
阿思達克 09-16 12:18
高盛發表中國市場策略報告表示,建議投資者在今年第四季可留意4個投資主題,第一個主題是潛在受惠新冠疫苗推出的主題股、第二個主題是價值周期股份、第三個主題是美國總統大選、第四個主題是在美上市的中概股回來香港掛牌上市的概念。

該行指,假設美國民主黨的總統候選人拜登勝選機會較高時股價可跑贏的中資股名單:

股份

嗶哩嗶哩(BILI.US)

大華股份(002236.SZ)

拼多多(PDD.US)

阿里健康(00241.HK)

平安好醫生(01833.HK)

中生製藥(01177.HK)

三七互娛(002555.SZ)

愛奇藝(IQ.IS)

藥明生物(02269.HK)

58.com(WUBA.US)

華虹半導體(01347.HK)

騰訊(00700.HK)

中際旭創(300308.SZ)

立訊精密(002475.SZ)

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