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高盛列出潛在受惠寬鬆政策的中資股名單
格隆匯 04-15 14:12
高盛發表中國市場報告,列出潛在受惠更多寬鬆政策出臺的中資股名單,全部均予“買入”評級:(一)支持出口政策:A股方面,格力電器、中際旭創;港股方面,安踏、聯想集團、比亞迪電子、申洲國際、海爾智家、美的、波司登。(二)進口替代:A股方面,恆瑞醫藥、邁瑞醫療、北方華創、萬華化學、海大集團、中控技術、華工科技;港股方面,翰森製藥、石藥集團。(三)政府支出:A股方面,貴州茅臺、五糧液、立訊精密、伊利股份、中微公司、瀾起科技、聯影醫療、深南電路;港股方面,農夫山泉、華住集團、蒙牛。(四)內房與基建:A股方面,匯川技術、三花智控、北新建材;港股方面,華潤置地、貝殼、中國海外、華潤萬象生活、龍湖集團。
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