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《大行报告》瑞银料中国「十四五」国策可拉高内需贡献 看好康师傅、万洲、百胜、滔博
阿思达克 03-17 14:28
瑞银发表报告指,中国新公布「十四五」规划,政府计划透过支持就业和中小企以增加家庭收入和信心、增加家庭资产相关收入、改善社会安全网,及解除大城市户籍限制。

该行认为,有关措施将推动消费对经济增长的贡献,再者政府进一步投资於城镇化及数码转型,可令低线城市的消费升级受惠,而此等或未完全被投资者重视。

瑞银喜好H股的必需消费股多於A股,因相关股份的估值更为吸引,其中康师傅(00322.HK)及万洲(00288.HK)估值是最为吸引。非必需消费方面,该行推荐在低线城市有更快增长的百胜中国(09987.HK),并喜好滔博(06110.HK)的数码化举措。

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