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大行評級|花旗:長和、聯想集團等企業或受惠歐洲更好盈利增長前景
格隆匯 03-10 13:10

花旗發表報吿指,歐盟的國防支出計劃總額達8000億歐元,旨在將國防支出佔GDP比例提升至3%,不單隻將刺激歐洲經濟增長,更可能帶動當地股市表現,併為在歐洲市場有較高敝口的中國企業帶來機遇。根據花旗的分析,在中國股市中,歐洲收入佔比較高的行業包括綜合企業、資本貨物、通訊基礎設施、消費品和太陽能行業。

花旗給予“買入”評級且在歐洲收入佔比至少25%的中國大型企業包括:長和、偉易達、億聯網絡、石頭科技、德昌電機控股、蘇泊爾、偉星股份、聯想集團、九興控股。這些公司可能受惠歐洲更好的盈利增長前景。

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