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大行評級|大和:維持中國內需消費股具吸引力的觀點 短期更偏好服務型企業與必需消費品
格隆匯 04-07 15:02

大和發表研報指,儘管美國關稅最終的局勢發展仍高度不確定,但認爲這並不改變該行對中國內需消費股具吸引力的觀點,反而強化中國將進一步提振內需的看法。該行提及,短期更偏好服務型企業(例如酒店)與必需消費品,並建議投資者若果遇到股價回調可關注高利潤率出口商,例如申洲國際,其美國市場佔比僅16%。

大和表示,短期內建議投資者轉向中國酒店股亞朵、珠寶股周大福、食品飲料股農夫山泉、乳製品股伊利股份、餐飲股百勝中國及本土運動服飾股安踏體育。

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