《大行报告》摩通对中资股四大投资主题推荐股份(表)
摩通发表研究报告,推荐四大投资主题包括内需、数字化、金融开放及碳中和,并列出相关股份:
股份│投资评级
主题一:内需
蒙牛乳业(02319.HK)│增持
李宁(02331.HK)│增持
中国建材(03323.HK)│增持
中联重科(01157.HK)│增持
主题二:数码化
腾讯控股(00700.HK)│增持
招商银行(03968.HK)│增持
阿里健康(00241.HK)│增持
平安好医生(01833.HK)│增持
新东方在线(01797.HK)│中性
主题三:金融开放
招商银行(03968.HK)│增持
友邦保险(01299.HK)│增持
小米集团(01810.HK)│增持
香港交易所(00388.HK)│增持
中金公司(03908.HK)│增持
主题四:碳中和
信义光能(00968.HK)│增持
龙源电力(00916.HK)│增持
中国燃气(00384.HK)│增持
昆仑能源(00135.HK)│增持
比亚迪股份(01211.HK)│中性
联邦制药(03993.HK)│增持
中联重科(01157.HK)│增持
海螺创业(00586.HK)│增持
光大环境(00257.HK)│中性
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.