大行評級|里昂:預計明年中國消費將持續改善 首選五糧液及山西汾酒等
里昂發表報吿指出,預計明年中國消費將持續改善,尤其是明年下半年假設支持政策穩步推出,而大部分的股票估值仍然便宜。該行料白酒業將是最早回暖的板塊,因其對宏觀環境和商業需求的變化較為敏感。同時,該行建議投資者可關注具盈利轉勢潛力的公司,如果宏觀情況恢復順利,高收益主題可能會面臨資本外流的風險。該行建議在復甦初期,可選擇優質的大型公司。該行首選股包括白酒股五糧液及山西汾酒,轉勢潛力股青啤及農夫山泉,以及乳製品股蒙牛,受惠需求逐漸復甦。
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