《大行報告》摩通上調中國全年GDP增長預測至6.4% 推薦騰訊、比亞迪和銀娛等
摩根大通發表研究報告指,將中國2023年的GDP增長預測上調至6.4%,而中國首季GDP增長為4.5%,3月社會消費品零售總額數據亦好於預期。但部分投資者對數據的可持續性表示懷疑,並正在留意今年第一季的業績和指引以及勞動節假期數據以進行確認。
該行表示,根據數據,五一勞動節假期的國內和出境航班預訂量已超過2019年同期水平。據該行估計,客流量及支出可能分別達到2019年水平的100%和86%。北京、上海和海南是國內首選目的地,而香港、澳門、新加坡、泰國、日本和韓國則是最熱門的出境目的地。
該行提到,目前有11個估值合理且基本面改善的公司,涉及網絡遊戲業務、家電、新能源汽車、運動服飾、免稅店及澳門博彩行業,包括網易(09999.HK)(NTES.US)及騰訊(00700.HK)、美的集團(000333.SZ)、比亞迪(01211.HK)、寧德時代(300750.SZ)、贛鋒(002460.SZ)、天齊鋰業(002466.SZ)、安踏(02020.HK)、特步(01368.HK)、中國中免(01880.HK)(601888.SH)和銀娛(00027.HK)。
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