《大行》摩通续对中国股市看法正面首选腾讯、老铺黄金、美高梅中国、携程等_老虎社区_美港股上老虎

《大行》摩通续对中国股市看法正面首选腾讯、老铺黄金、美高梅中国、携程等

AASTOCKS02-10

摩根大通发表研究报告指，重申在农历新年(2月15日至23日)前对中国消费市场的上行选择权交易策略，在此期间，该行首选高端白酒、优质蛋白(新型乳制品与黑毛和牛)、主要调味料、黄金及旅游产业。历史经验显示，人民币兑美元升值将推升中国股市回报，周期性或成长股的表现通常会优于防守股。摩通维持对中国股市的正面看法，但认为个股选择需更为精细。首选腾讯(00700.HK)、老铺黄金(06181.HK)、...

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