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《大行報告》瑞信薦中資股下半年三大投資主題(包括長線價值股)股票名單(表)
瑞信發表中國市場下半年展望報告,下調恆指目標至24,700點(原本26,200),並建議投資者今年下半年留意三大投資主題,包括第一是短期具催化劑獲市場追捧的股份(Good momentum with near-term catalysts)、第二是可逆勢而上股份(Contrarian ideas)及第三是具長線投資價值的優質股。 (一)短期具催化劑獲市場追捧的股份(Good momentum with near-term catalysts): 蔚來-SW(09866.HK) 吉利(00175.HK) 敏實(00425.HK) 拼多多(PDD.US) 中國海外(00688.HK) 華潤置地(01109.HK) 龍湖(00960.HK) 寧德時代(300750.SZ) 億緯鋰能(300014.SZ) 贛鋒鋰業(01772.HK) 百勝中國-S(09987.HK) 泡泡瑪特(09992.HK) 貴州茅台(600519.SH) 瀘州老窖(000568.SZ) 通威股份(600438.SH) 三一國際(600031.SH) 恆立液壓(601100.SH) 立訊精密(002475.SZ) 攜程-S(09961.HK) 藥明生物(02269.HK) 百濟神州 (06160.HK) 埃斯頓(002747.SZ) 匯川技術(300124.SZ) 港交所(00388.HK) 中金公司(03908.HK) (二)可逆勢而上股份(Contrarian ideas): 阿里巴巴(09988.HK) 天賜材料(002709.SZ) 多氟多(002407.SZ) 海爾智家(06690.HK) 千禾味業(603027.SH) 再鼎醫藥-B(09688.HK) 大族激光(002008.SZ) 國壽(02628.HK) (三)具長線投資價值的優質股: 快手-W(01024.HK) 京東-SW(09618.HK) JS環球生活(01691.HK) 龍源電力(00916.HK) 招行(03968.HK) 中通快遞-SW(02057.HK) 中國建材(03323.HK) 海螺水泥(00914.HK) 中國建築(03311.HK) 舜宇(02382.HK) 招商輪船(601872.SH) 中遠海能(1138.HK) 海天國際(01882.HK) 中信証券(06030.HK) 中海油(00883.HK) 友邦(01299.HK)
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