《大行報告》中金選出可能「超調」的港股名單(表)
中金髮表報告表示,A股和港股自2021年高點以來回調幅度較大,已隱含較多偏謹慎預期,結合行業分析師建議,從三個維度梳理可能「超調」的優質股份,三個維度梳理符合條件的股份,第一是前期調整較多但基本面較好,中長期機會可能大於風險的公司。第二是儘量選擇細分領域中的龍頭企業。第三是企業規模不太小。
該行列出可能「超調」的港股、中概股及A股名單:
港股
華泰證券(06886.HK)
港交所(00388.HK)
萬物雲(02602.HK)
華潤置地(01109.HK)
龍湖集團(00960.HK)
中國電力(02380.HK)
周大福(01929.HK)
泡泡瑪特(09992.HK)
九毛九(09922.HK)
阿里巴巴(09988.HK)
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中概股
阿里巴巴(BABA.US)
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A股
寧波銀行(002142.SZ)
同花順(300033.SZ)
華泰證券(601688.SH)
東方盛虹(000301.SZ)
恆力石化(600346.SH)
新和成(002001.SZ)
桐昆股份(601233.SH)
中礦資源(002738.SZ)
金力永磁(300748.SZ)
赤峯黃金(600988.SH)
華菱鋼鐵(000932.SZ)
華能國際(600011.SH)
國電電力(600795.SH)
晶科能源(688223.SH)
愛旭股份(600732.SH)
寧德時代(300750.SZ)
許繼電氣(000400.SZ)
韻達股份(002120.SZ)
海大集團(002311.SZ)
巨星農牧(603477.SH)
山西汾酒(600809.SH)
瀘州老窖(000568.SZ)
新寶股份(002705.SZ)
石頭科技(688169.SH)
盾安環境(002011.SZ)
晨光股份(603899.SH)
顧家家居(603816.SH)
愛爾眼科(300015.SZ)
科倫藥業(002422.SZ)
廣聯達(002410.SZ)
兆易創新(603986.SH)
三七互娛(002555.SZ)
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