《大行報告》 一表列出瑞銀最新中資股首選名單
瑞銀發表中資股策略報告,更新了該行的中資股模擬組合(首選股;top picks)名單:
股份│投資評級│目標價
東方雨虹(002271.SZ)│買入│62元人民幣
衛星化學(002648.SZ)│買入│52元人民幣
神華(01088.HK)│買入│27港元
龍源電力(00916.HK)│買入│28港元
伊利股份(600887.SH)│買入│56元人民幣
康師傅(00322.HK)│買入│18.7港元
貴州茅台(600519.SH)│買入│2,100元人民幣
京東(JD.US)│買入│80美元
華潤置地(01109.HK)│買入│45港元
國電南瑞(600406.SH)│買入│45元人民幣
隆基綠能(601012.SH)│買入│107元人民幣
藥明康德(02359.HK)│買入│173港元
先導智能(300450.SZ)│買入│95元人民幣
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新納入股份:
股份│投資評級│目標價
福耀玻璃(03606.HK)│買入│50港元
李寧(02331.HK)│買入│82.9港元
美團(03690.HK)│買入│200港元
三一重工(600031.SH)│買入│28元人民幣
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剔出股份:
海爾智家(600690.SH)
智飛生物(300122.SZ)
騰訊(00700.HK)
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