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《大行報告》大和:九毛九(09922.HK)及友邦(01299.HK)取代藥明生物(02269.HK)及寧德時代(300750.SZ)爲首選股
大和發表報告,儘管今年仍然看好增長股多過價值股,但監於最近美國對中國科技公司制裁、通脹飆升和美國加息下導致的拋售,今年第一季度將投資組合微調至更均衡的組合。該行將九毛九(09922.HK)和友邦保險(01299.HK)取代藥明生物(02269.HK)和寧德時代(300750.SZ)爲首選股。 該行對九毛九和友邦持「買入」評級,對藥明生物持「跑贏大市」評級。大和表示,居民收入增長放緩和Omicron疫情仍然是消費疲軟的主要因素,雖然認爲在今年中新營商周期開始之前,整體消費反彈的可能性很小,但根據農曆新年假期數據,包括免稅零售和餐飲服務在內的一些行業,已經顯示出復甦的早期跡象。
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