《大行報告》瑞信列出受惠中國「再通關」主題首選股名單(表)
瑞信發表報告表示,內地上周五(11日)宣布進一步優化防控工作的20條措施,要求更有針對性地遏制和預防新冠疫情,敦促地方官員防止出台一些過度限制,避免對經濟活動造成損害。相關措施表明內地在應對新冠肺炎疫情方面轉向更加務實的做法,並引發了港股和A股的大幅上漲。該行認為內地「再通關」並不是「會否」發生的問題,而是「何時」的問題,考慮到加強疫苗接種所需的時間,該行維持明年3月重新開放的基本情境預測。
該行表示,挑選潛在受惠中國「再通關」(reopening)主題投資首選股名單
股份
攜程(TCOM.US)
國泰(00293.HK)
南航(01055.HK)
金沙中國(01928.HK)
銀娛(00027.HK)
九毛九(09922.HK)
瀘州老窖(000568.SZ)
華潤啤酒(00291.HK)
李寧(02331.HK)
石藥(01093.HK)
復星醫藥(02196.HK)
阿里巴巴(BABA.US)
美團-W(03690.HK)
拼多多(PDD.US)
中通快遞(ZTO.US)
永達汽車(03669.HK)
中升控股(00881.HK)
蔚來(NIO.US)
億緯鋰能(300014.SZ)
寧德時代(300750.SZ)
雙環傳動(002472.SZ)
恩捷股份(002812.SZ)
天賜材料(002709.SZ)
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