《大行報告》花旗挑選中資H股最新首選股名單(表)
花旗發表中國市場策略報告表示,中國未來國策重雙循環,包括本土消費、改革及創新,該行同時列出中資H股及中概股最新首選股名單:
股份│投資評級│目標價(港元)
阿里巴巴(09988.HK)│買入│308元
國壽(02628.HK)│買入│27.5元
阿里健康(00241.HK)│買入│30元
中生製藥(01177.HK)│買入│12.8元
新東方│買入│160美元
高鑫零售(06808.HK)│買入│14.42元
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股份│列首選股理由
阿里巴巴│良好佈局以捕捉數字經濟及消費者行為轉變
國壽│第二季業務強勁復蘇
阿里健康│可受惠線上醫藥政策支持
中生製藥│具強勁研發能力
新東方│可受惠線下教學恢復
高鑫零售│受益與天貓合作
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