大行评级｜花旗：长和、联想集团等企业或受惠欧洲更好盈利增长前景

港股那点事2025-03-10

格隆汇3月10日｜花旗发表报告指，欧盟的国防支出计划总额达8000亿欧元，旨在将国防支出占GDP比例提升至3%，不单只将刺激欧洲经济增长，更可能带动当地股市表现，并为在欧洲市场有较高敝口的中国企业带来机遇。根据花旗的分析，在中国股市中，欧洲收入占比较高的行业包括综合企业、资本货物、通讯基础设施、消费品和太阳能行业。花旗给予“买入”评级且在欧洲收入占比至少25%的中国大型企业包括：长和、伟易达、...

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