《大行报告》花旗料可受惠人大会议出台刺激政策的中资股名单(表)
就中国全国人大会议将於5月22日举行,花旗发表报告预期中国政府为稳着经济增长及就业市场,料会公布一系列具体的刺激经济措施,料当局从七大领域公布相关措施,包括恢复生产、扩大城市化需求、提高财政赤字、推动大型区域发展、对大都会群进行建设、对石气行业进行改革及自由化、推动新科技发展。
该行料上述政策将利好互联网、医疗健康、消费、内房、原材料建筑、科技服务,并列出7只潜在受惠股份的名单:
股份│投资评级│目标价(港元)
腾讯(00700.HK)│买入│495元
阿里健康(00241.HK)│买入│20元
滔搏(06110.HK)│买入│12.24元
世茂房地产(00813.HK)│买入│38.8元
华润水泥(01313.HK)│买入│12.6元
广联达(002410.SZ)│买入│54元人民币
新奥能源(02688.HK)│买入│94元
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