一表看尽瑞银明年中港市场四大投资主题股份名单
瑞银发表报告表示,列出中港市场四大投资主题,包括周期复苏、行业领袖、创新及资产配置转换:
(1)周期复苏
股份
中海油(000883.HK)
中海油服(02883.HK)
中集安瑞科(03899.HK)
中铝(02600.HK)
中铝(601600.SH)
恒力石化(600346.SH)
鞍钢A(000898.SZ)
中国建材(03323.HK)
中远海运港口(01199.HK)
青岛港(06198.HK)
京沪高铁(601816.SH)
(2)行业领袖
新东方(EDU.N)
索菲亚(002572.SZ)
安踏(02020.HK)
福耀玻璃(600660.SH)
腾讯(00700.HK)
美团(03690.HK)
隆基股份(601012.SH)
宁德时代(300750.SZ)
万华化学(600309.SH)
华润置地(01109.HK)
爱尔眼科(300015.SZ)
(3)创新
亿纬锂能(300014.SZ)
恩捷股份(002812.SZ)
通威股份(600438.SH)
信义光能(00968.HK)
万国数据(GDS.O)
中兴(00763.HK)
环旭电子(601231.SH)
大族激光(002008.SZ)
埃斯顿(002747.SZ)
浙江鼎力(603338.SH)
阿里健康(00241.HK)
康龙化成(03759.HK)
(4)资产配置转换
中信证券(06030.HK)
中信证券A(600030.SH)
华泰证券(06886.HK)
华泰证券A(601688.SH)
中国平安(02318.HK)
中国平安A(601318.SH)
中国太保(02601.HK)
中国太保A(601601.SH)
招商银行A(600036.SH)
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