花旗：内需股下半年看好蒙牛及润啤体育用品股荐李宁(02331.HK)

AAFN2022-06-21

花旗发表报告，预计中国6月至8月的消费数据将波动，暗示积压的需求弱於预期，建议投资者在今年第三季增持优质且估值具有吸引力的大型消费股，包括该行首选的蒙牛和华润啤酒。花旗认为，在即将到来的上半年中期业绩公布的季节，非必需品股股价将高度波动，投资者应采取配对交易策略(paired trade strategy)，然後在第四季更积极地买入高啤打值股票。体育用品股方面，花旗提出增持李宁，同时...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2245404789?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-06-21 14:36","share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","id":"2245404789","market":"us","top_or_hot":-1,"title":"花旗：内需股下半年看好蒙牛及润啤  体育用品股荐李宁(02331.HK)","media":"AAFN","content":"<div>\n<p>花旗发表报告，预计中国6月至8月的消费数据将波动，暗示积压的需求弱於预期，建议投资者在今年第三季增持优质且估值具有吸引力的大型消费股，包括该行首选的蒙牛  和华润啤酒  。花旗认为，在即将到来的上半年中期业绩公布的季节，非必需品股股价将高度波动，投资者应采取配对交易策略(paired trade strategy)，然後在第四季更积极地买入高啤打值股票。体育用品股方面，花旗提出增持李宁  ，同时...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1192026&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n","source":"aastocks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗：内需股下半年看好蒙牛及润啤  体育用品股荐李宁(02331.HK)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗：内需股下半年看好蒙牛及润啤  体育用品股荐李宁(02331.HK)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1192026&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗发表报告，预计中国6月至8月的消费数据将波动，暗示积压的需求弱於预期，建议投资者在今年第三季增持优质且估值具有吸引力的大型消费股，包括该行首选的蒙牛  和华润啤酒  。花旗认为，在即将到来的上半年中期业绩公布的季节，非必需品股股价将高度波动，投资者应采取配对交易策略(paired trade strategy)，然後在第四季更积极地买入高啤打值股票。体育用品股方面，花旗提出增持李宁  ，同时...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1192026&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00291","symbol_name":"华润啤酒-五百","start_time":0,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1192026&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","article_id":"2245404789","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2245404789","pubTimestamp":1655793407,"sourceInfo":{"source_id":"aastocks","name":"阿思达克财经"},"weMediaInfo":null,"summary":"花旗发表报告，预计中国6月至8月的消费数据将波动，暗示积压的需求弱於预期，建议投资者在今年第三季增持优质且估值具有吸引力的大型消费股，包括该行首选的蒙牛  和华润啤酒  。体育用品股方面，花旗提出增持李宁  ，同时减持安踏  的配对交易。该行同时对蒙牛开展了30日正面催化剂观察，对安踏则开展了30日负面催化剂观察。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00291":"华润啤酒-五百","00151":"中国旺旺","02020":"安踏体育","00322":"康师傅控股","01876":"百威亚太","06110":"滔搏","00220":"统一企业中国","BK1512":"体育用品","00168":"青岛啤酒股份","09633":"农夫山泉","02319":"蒙牛乳业","BK1114":"服装零售","02331":"李宁"},"translate_title":"Citi: Domestic demand stocks are optimistic about Mengniu and Runpi sporting goods stocks in the second half of the year (02331. HK)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06110":0.9,"00151":0.6,"00168":0.6,"00220":0.6,"00291":0.6,"00322":0.6,"01876":0.6,"02020":0.6,"02319":0.6,"02331":0.6,"09633":0.6},"content_text":"花旗发表报告，预计中国6月至8月的消费数据将波动，暗示积压的需求弱於预期，建议投资者在今年第三季增持优质且估值具有吸引力的大型消费股，包括该行首选的蒙牛  和华润啤酒  。花旗认为，在即将到来的上半年中期业绩公布的季节，非必需品股股价将高度波动，投资者应采取配对交易策略(paired trade strategy)，然後在第四季更积极地买入高啤打值股票。体育用品股方面，花旗提出增持李宁  ，同时减持安踏  的配对交易。该行同时对蒙牛开展了30日正面催化剂观察，对安踏则开展了30日负面催化剂观察。内需股│评级│目标价(港元)安踏体育  │沽售│71.00→67.40百威亚太  │买入│31.10→29.80华润啤酒  │买入│72.55→67.10李宁  │买入│95.20→92.20蒙牛  │买入│57.30→52.90农夫山泉  │买入│55.10→53.20康师傅  │中性│13.63→12.83滔搏  │买入│10.30青岛啤酒  │中性│63.69→72.50统一企业  │买入│10.38→9.77中国旺旺  │买入│9.21(na/u)~阿思达克财经新闻网址: www.aastocks.com","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2245404789"}

花旗：内需股下半年看好蒙牛及润啤 体育用品股荐李宁(02331.HK)

精彩评论

花旗：内需股下半年看好蒙牛及润啤体育用品股荐李宁(02331.HK)