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《大行報告》花旗:中國定今年經濟增長5.5%高預期 看好比亞迪及中國建築等股份
花旗發表報告,就中國政府在「兩會」上公布將今年經濟增長目標定為大約5.5%,指財政政策將在拉動增長中發揮主導作用,該行認為中國2022年GDP增長目標具建設性,指5.5%增長目標較該行原預期為高。 股票策略上,該行料受益的行業可能包括電力、汽車、清潔能源、科技、醫療健康、運動服裝用品和日常消費。 該行在中國資本市場上,看好比亞迪(01211.HK)、隆基股份(601012.SH)、石藥集團(01093.HK)、蒙牛(02319.HK)、中國建築(03311.HK)和李寧(02331.HK)等,料可從政策中受益。
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