《大行报告》花旗挑选中资H股最新首选股名单(表)
花旗发表中国市场策略报告表示,中国未来国策重双循环,包括本土消费、改革及创新,该行同时列出中资H股及中概股最新首选股名单:
股份│投资评级│目标价(港元)
阿里巴巴(09988.HK)│买入│308元
国寿(02628.HK)│买入│27.5元
阿里健康(00241.HK)│买入│30元
中生制药(01177.HK)│买入│12.8元
新东方│买入│160美元
高鑫零售(06808.HK)│买入│14.42元
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股份│列首选股理由
阿里巴巴│良好布局以捕捉数字经济及消费者行为转变
国寿│第二季业务强劲复苏
阿里健康│可受惠线上医药政策支持
中生制药│具强劲研发能力
新东方│可受惠线下教学恢复
高鑫零售│受益与天猫合作
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