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《大行報告》野村挑選潛在受惠中國「再通關」及復甦的三種策略推介股份名單(表)
野村發表報告,挑選潛在受惠中國「再通關」及經濟復甦的三種策略推介的股份名單: 第一類是直接受惠「再通關」及具估值緩衝的主題投資名單: 股份: 百勝中國(YUMC.US) 攜程(TCOM.US) 華住(HTHT.US) 海底撈(06862.HK) 同程旅行(00780.HK) 第二類是受惠於中國整體復甦及具估值緩衝(12個月)的主題投資名單: 阿裏巴巴(09988.HK) 友邦(01299.HK) 招行(03968.HK) 中國平安(02318.HK) 拼多多(PDD.US) 京東(JD.US) 郵儲銀行(01658.HK) 港交所(00388.HK) 美的集團(000333.SZ) 中信證券(06030.HK) 百威亞太(01876.HK) 立訊精密(002475.SZ) 港鐵(00066.HK) 安踏(02020.HK) 銀娛(00027.HK) 格力電器(000651.SZ) 京東方A (000725.SZ) 海螺水泥(00914.HK) 李寧(02331.HK) 北新建材(000786.SZ) L'OCCITANE(00973.HK) 永輝超市(601933.SH) 滔搏(06110.HK) 老闆電器(002508.SZ) 上海家化(600315.SH) 海瀾之家(600398.SH) 第三類是僅屬短線技術/配合市場氣氛的主題投資(但同時指缺乏未來12個月估值緩衝) 中國中免(601888.SH) 上海機場(600009.SH) 國航(00753.HK) 南方航空(600029.SH) 東方航空(600115.SH) 春秋航空(601021.SH) 國泰航空(00293.HK) 白雲機場(600004.SH) 吉祥航空(603885.SH) 首旅酒店(600258.SH)
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