大行評級|大摩:內地零售銷售持續改善 偏好蒙牛、泡泡瑪特、百勝中國及安踏等
摩根士丹利發表研究報告指,今年首兩個月,內地零售銷售按年增長4%,對比去年12月的增長爲3.7%,並略高於市場預期的3.8%,顯示行業正在初步復甦,需求持續回穩。不過,大摩提到,全面復甦仍然需時,偏好具消費復甦主題企業,包括蒙牛、伊利及周大福等;又看好高增長股,如泡泡瑪特及鉅子生物;及偏好盈利具韌性及股東回報理想的公司,包括百勝中國和安踏。
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