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《大行報告》摩通對中資股四大投資主題推薦股份(表)
阿思達克 12-23 14:36
摩通發表研究報告,推薦四大投資主題包括內需、數字化、金融開放及碳中和,並列出相關股份:

股份│投資評級

主題一:內需

蒙牛乳業(02319.HK)│增持

李寧(02331.HK)│增持

中國建材(03323.HK)│增持

中聯重科(01157.HK)│增持

主題二:數碼化

騰訊控股(00700.HK)│增持

招商銀行(03968.HK)│增持

阿里健康(00241.HK)│增持

平安好醫生(01833.HK)│增持

新東方在線(01797.HK)│中性

主題三:金融開放

招商銀行(03968.HK)│增持

友邦保險(01299.HK)│增持

小米集團(01810.HK)│增持

香港交易所(00388.HK)│增持

中金公司(03908.HK)│增持

主題四:碳中和

信義光能(00968.HK)│增持

龍源電力(00916.HK)│增持

中國燃氣(00384.HK)│增持

昆侖能源(00135.HK)│增持

比亞迪股份(01211.HK)│中性

聯邦制藥(03993.HK)│增持

中聯重科(01157.HK)│增持

海螺創業(00586.HK)│增持

光大環境(00257.HK)│中性

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