大行評級|大和:內地消費主導政策基調持續強勁 首選周大福、安踏及百勝中國等
大和發表研究報吿指,特朗普在貿易上加大壓力對內地消費股為正面,內地消費主導政策基調持續強勁。該行首選股包括周大福、安踏、蒙牛、華潤啤酒、申洲國際以及百勝中國。從基本面來看,該行觀察到一系列顯示消費需求逐步回暖的積極趨勢,包括二手房銷售與房地產市場改善,同時房價跌幅已收窄;農曆新年過後主要連鎖酒店的商務旅行需求持續復甦,該行料平均每日房價有望在4月或5月出現拐點;餐飲行業價格競爭趨於理性,平均消費單價已開始趨於穩定;消費品以舊換新計劃的資金支持超預期;政府承諾推出育兒補貼。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.