麦格理列出中资股四大投资主题及组合名单

格隆汇2025-06-19

麦格理发表中国市场策略报告，列出中资股四大投资主题，包括选择性消费及消费降级赢家、技术内包、先进制造及能源自给，并列出组合内股票名单及目标价，评级均为“跑赢大市”。 (1)选择性消费及消费降级赢家：比亚迪(目标价160港元)、泡泡玛特(223港元)、美的集团(103元人民币)、百胜中国(52美元) (2)技术内包：小鹏汽车(93港元)、比亚迪电子(53.2港元)、ASMPT(68港元)、英维克(...

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