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《大行報告》瑞銀挑選在經濟衰退預期下已被「市場錯誤定價」的周期性港股推介名單(表)
瑞銀發表亞太區市場策略報告表示,基於全球利率躍升、北美地區出口商採取防守性態度,令亞太地區周期性股票跑輸,指區內面臨庫存激增、出口放緩和衰退風險上升。 該行表示篩選在經濟衰退風險情境下,或已被「市場錯誤定價」(mis-priced)的周期性股票的推介名單,該行將目前估值與之前衰退期間的平均低谷進行比較,並結合該行分析師的觀點,指估值已低於谷底水平的周期性股票,並均予「買入」投資評級: 現只列出本港上市股份名單: 股份 中興(00763.HK) 中國建材(03323.HK) 小米(01810.HK) 中國南車(01766.HK) 廣汽(02238.HK) 長和(00001.HK)
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