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《大行》高盛列出受惠中國「反內捲」政策的中資股名單(表)
高盛發表報告,列出潛在受惠中國「反內捲」政策的中資股名單,全部均予「買入」評級: 股份 農夫山泉(09633.HK) 福耀玻璃(03606.HK) 海螺水泥(00914.HK) 蒙牛乳業(02319.HK) 康師傅(00322.HK) 中國飛鶴(06186.HK) 寧德時代(300750.SZ) 美的集團(000333.SZ) 格力電器(000651.SZ) 海爾智家(600690.SH) 萬華化學(600309.SH) 國電南瑞(600406.SH) 伊利股份(600887.SH) 寶鋼股份(600019.SH) 東鵬飲料(605499.SH) 隆基綠能(601012.SH) 拓普集團(601689.SH) 英維克(002837.SZ) 國軒高科(002074.SZ) 宏發股份(600885.SH)
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