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《大行报告》高盛挑选内需领袖、率先受惠消费复苏主题股名单
阿思达克 11-11 15:54
高盛发表报告列出其所挑选内需领袖(Consumer leaders)主题股名单:

离岸受惠股份:

华住(HTHT.UW)

海底捞(06862.HK)

中国飞鹤(06186.HK)

阿里巴巴ADR(BABA.UN)

安踏(02020.HK)

比亚迪(01211.HK)

中升控股(00881.HK)

拼多多(PDD.UW)

李宁(02331.HK)

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该行亦列出,假设新冠疫苗一旦推出,可率先受惠消费复苏主题股名单:

股份:

中国中免(601888.SH)

百威亚太(01876.HK)

银娱(00027.HK)

金沙中国(01928.HK)

百胜中国ADR(YUMC.UN)

华润啤酒(00291.HK)

上海机场(600009.SH)

华住(HTHT.UW)

中国国航(601111.SH)

南方航空(600029.SH)

东方航空(600115.SH)

新濠博亚(MLCO.UW)

宋城演艺(300144.SZ)

澳博(00880.HK)

春秋航空(601021.SH)

白云机场(600004.SH)

同程艺龙(00780.HK)

国航(00753.HK)

香格里拉(00069.HK)

新濠国际(00200.HK)

南航(01055.HK)

东航(00670.HK)

呷哺呷哺(00520.HK)

六福(00590.HK)

美兰空港(00357.HK)

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