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《大行報告》高盛:內地消費復甦緩慢而顛簸 籲自下而上選股 予潤啤、安踏、李寧等「買入」評級
高盛發表研究報告指,市場近期關注消費力疲弱及未有進一步改善的風險,即使在假期期內的數據看似健康,但在假期後的消費力復甦放緩,相比起人流數量及持續改善繼續拖累投資者對消費復甦前景的信心。 該行預料,隨著內地交通和經濟活動復甦,全年表現會持續改善,帶動就業市場表現較佳、工薪上調以及利好消費者信心,惟留意到內地消費復甦緩慢而顛簸,故呼籲自下而上選股,並料大多數行業在2023年至24財年的複合年均增長率,均較2019年疫情前水平低。 該行表示,給予潤啤(00291.HK)、安踏(02020.HK)、李寧(02331.HK)的目標價分別為80元、125元及78元,其投資評級均為「買入」。
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