港股异动︱赣锋锂业(01772)涨超8% 大摩称看好锂板块并倾向推荐赣锋锂业

智通财经2021-10-05

智通财经APP获悉，大摩发布研究报告称，在该行的中国原料股覆盖范围内，优先选择铝和锂，当中更倾向于赣锋锂业(01772)，因其拥有更多的综合资源、转换能力以及电池领域的高增长。其次是钢铁和水泥，该行看好鞍钢(00347)、润泥(01313)、中国建材(03323)和海螺水泥(00914)等。浮法玻璃在需求疲软的情况下，该行表示不太偏好。赣锋锂业截至11时09分，涨7.16%，报145.1港元，...

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