《大行》花旗列出中国最少“拥挤交易”主题买入股票名单(表)

阿斯达克财经09-30

花旗发表报告表示，鉴于内地最近政策转变导致中国投资者情绪出现强于预期的逆转，一直对中国持负面看法的投资者现在正竞相减少以往减持头寸。到目前为止，该行已看到最大的反弹来自非“拥挤交易”(uncrowded)的产业和股票。由于这种趋势可能在短期内持续，该行筛选出中国最不拥挤、投资不足的股票名单(Least crowded names in China)，全部均予“买入”评级：股份：港股及中概股蒙牛(...

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href=http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1384955&catg=4&source=AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗发表报告表示，鉴于内地最近政策转变导致中国投资者情绪出现强于预期的逆转，一直对中国持负面看法的投资者现在正竞相减少以往减持头寸。到目前为止，该行已看到最大的反弹来自非“拥挤交易”(uncrowded)的产业和股票。由于这种趋势可能在短期内持续，该行筛选出中国最不拥挤、投资不足的股票名单(Least crowded names in China)，全部均予“买入”评级：股份：港股及中概股蒙牛(...</p>\n\n<a 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China)，全部均予“买入”评级：股份：港股及中概股蒙牛(02319.HK) 龙源电力(00916.HK) 华润啤酒(00291.HK) 广汽(02238.HK) 周大福(01929.HK) 爱奇艺(IQ.US)  青岛啤酒(00168.HK) 农夫山泉(09633.HK) 信义光能(00968.HK) 药明生物(02269.HK) 威高(01066.HK) 海通证券(06837.HK) 阿里健康(00241.HK) 中升(00881.HK) 中铁(00390.HK) 上海医药(02607.HK) 北京控股(00392.HK) 中国海外(00688.HK) 石药(01093.HK) 中国银河(06881.HK) A股恩捷股份(002812.SZ) 安井食品(603345.SH) 赣锋锂业(002460.SZ) 恒瑞医药(600276.SH) 药明康德(603259.SH)  贵州茅台(600519.SH)  万科A (000002.SZ)  三花智控(002050.SZ) 山西汾酒(600809.SH) 大华股份(002236.SZ) 东方财富(300059.SZ) 国轩高科(002074.SZ)  泸州老窖(000568.SZ) 科大讯飞(002230.SZ) 福斯特(603806.SH) 恒生电子(600570.SH) 五粮液(000858.SZ)  保利发展(600048.SH) 丽珠集团(000513.SZ)  华东医药(000963.SZ)  光迅科技(002281.SZ)  上海电气(601727.SH) 华友钴业(603799.SH) 同仁堂(600085.SH) (wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-30 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； 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