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《大行報告》高盛挑選內需領袖、率先受惠消費復蘇主題股名單
阿思達克 11-11 15:54
高盛發表報告列出其所挑選內需領袖(Consumer leaders)主題股名單:

離岸受惠股份:

華住(HTHT.UW)

海底撈(06862.HK)

中國飛鶴(06186.HK)

阿里巴巴ADR(BABA.UN)

安踏(02020.HK)

比亞迪(01211.HK)

中升控股(00881.HK)

拼多多(PDD.UW)

李寧(02331.HK)

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該行亦列出,假設新冠疫苗一旦推出,可率先受惠消費復蘇主題股名單:

股份:

中國中免(601888.SH)

百威亞太(01876.HK)

銀娛(00027.HK)

金沙中國(01928.HK)

百勝中國ADR(YUMC.UN)

華潤啤酒(00291.HK)

上海機場(600009.SH)

華住(HTHT.UW)

中國國航(601111.SH)

南方航空(600029.SH)

東方航空(600115.SH)

新濠博亞(MLCO.UW)

宋城演藝(300144.SZ)

澳博(00880.HK)

春秋航空(601021.SH)

白雲機場(600004.SH)

同程藝龍(00780.HK)

國航(00753.HK)

香格里拉(00069.HK)

新濠國際(00200.HK)

南航(01055.HK)

東航(00670.HK)

呷哺呷哺(00520.HK)

六福(00590.HK)

美蘭空港(00357.HK)

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