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《大行報告》瑞信挑選潛在受惠中國「再通關」主題投資股份名單(表)
瑞信發表報告表示,料今年11月至明年3月是內地政策制定者重新評估當前新冠防疫措施的窗口,料今年11月中旬的G20峰會、12月初的中共政治局會議以及12月中下旬的中央經濟工作會議將為為重要的觀察窗口,該行估計可能會看到內地第十版新型防控方案出台。 該行表示,挑選潛在受惠中國「再通關」(reopening)主題投資股份名單 股份│投資評級│目標價 攜程(TCOM.US)│跑贏大市│33.5美元 國泰(00293.HK)│跑贏大市│11港元 南航(01055.HK)│跑贏大市│5.5港元 金沙中國(01928.HK)│跑贏大市│18.5港元 銀娛(00027.HK)│跑贏大市│49.5港元 九毛九(09922.HK)│中性│19.5港元 瀘州老窖(000568.SZ)│跑贏大市│308元人民幣 華潤啤酒(00291.HK)│跑贏大市│71港元 李寧(02331.HK)│跑贏大市│70港元 石藥(01093.HK)│跑贏大市│11.5港元 復星醫藥(02196.HK)│跑贏大市│32港元 阿里巴巴(BABA.US)│跑贏大市│152美元 美團-W(03690.HK)│跑贏大市│275港元 拼多多(PDD.US)│跑贏大市│92美元 中通快遞(ZTO.US)│跑贏大市│38美元 永達汽車(03669.HK)│跑贏大市│7港元 中升控股(00881.HK)│跑贏大市│80港元 蔚來(NIO.US)│跑贏大市│38美元 億緯鋰能(300014.SZ) │跑贏大市│125元人民幣 寧德時代(300750.SZ)│跑贏大市│620元人民幣 雙環傳動(002472.SZ)│跑贏大市│38元人民幣 恩捷股份(002812.SZ)│跑贏大市│216元人民幣 天賜材料(002709.SZ)│跑贏大市│55元人民幣
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