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《大行報告》麥格理列出最新中資股組合名單(表)
麥格理發表報告表示中資股今年展望報告,建議對中國市場「買入」,指今年有三大投資主題,第一是共同富裕、第二是通脹及工業生產者出廠價格的差距收窄、第三是工業升級。 該行基於上述三大主題挑選25隻中資股組合名單,現列如下: -首要穩經濟增長 股份 中鋁(02600.HK) 中國建築(03311.HK) 中信証券(06030.HK) 碧桂園服務(06098.HK) 恆立液壓(601100.SH) -共同富裕/國企改革 華潤置地(01109.HK) 中國建材(03323.HK) 長江電力(600900.SH) 中交建設(01800.HK) 李寧(02331.HK) -通脹及工業生產者出廠價格的差距收窄 新秀麗(01910.HK) 伊利股份(600887.SH) 福耀玻璃(03606.HK) 理想汽車-W(02015.HK) 同程旅行(00780.HK) 拼多多(PDD.US) 中國中免(601888.SH) -工業升級/能源轉型 恩捷股份(002812.SZ) 龍源電力(00916.HK) 隆基股份(601012.SH) 韋爾股份(603501.SH) 歌爾股份(002241.SZ) 億華通-U (688339.SH) 美的集團(000333.SZ) 埃斯頓(002747.SZ) (wl/s) ~
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