《大行報告》大摩列出港股「優質增長」主題股份名單(表)
摩根士丹利發表亞太及新興市場策略報告,指以通脹為投資主題已經消退、經濟衰退的投資主題開始佔據主導地位。市場正在從「價值」主題轉向「增長」主題,並等待作偏好風險(Risk on)的交易,而該行建議「增持」亞洲/新興市場的優質增長的投資主題。
列出亞太及新興市場具質素增長股名單,現列出其中的港股及A股股份如下:
在名單上的港股:
騰訊(00700.HK)
友邦(01299.HK)
農夫山泉(09633.HK)
網易-S(09999.HK)
安踏(02020.HK)
華潤啤酒(00291.HK)
李寧(02331.HK)
創科(00669.HK)
新奧能源(02688.HK)
蒙牛(02319.HK)
思摩爾(06969.HK)
中升控股(00881.HK)
在名單上的A股:
貴州茅台(600519.SH)
五糧液(000858.SZ)
邁瑞醫療(300760.SZ)
山西汾酒(600809.SH)
瀘州老窖(000568.SZ)
愛爾眼科(300015.SZ)
片仔(黃)(600436.SH)
紫光國微(002049.SZ)
愛美客(300896.SZ)
萬泰生物(603392.SH)
合盛硅業(603260.SH)
天賜材料(002709.SZ)
古井貢酒(000596.SZ)
分眾傳媒(002027.SZ)
貝泰妮(300957.SZ)
德業股份(605117.SH)
兆易創新(603986.SH)
長春高新(000661.SZ)
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