《大行》高盛列出受惠中國“反內卷”政策的中資股名單(表)

阿斯達克財經

08/19

高盛發表報告，列出潛在受惠中國“反內卷”政策的中資股名單，全部均予“買入”評級：
股份
農夫山泉(09633.HK)
福耀玻璃(03606.HK)
海螺水泥(00914.HK)
蒙牛乳業(02319.HK)
康師傅(00322.HK)
中國飛鶴(06186.HK)

寧德時代(300750.SZ)
美的集團(000333.SZ)
格力電器(000651.SZ)
海爾智家(600690.SH)
萬華化學(600309.SH)
國電南瑞(600406.SH)
伊利股份(600887.SH)
寶鋼股份(600019.SH)
東鵬飲料(605499.SH)
隆基綠能(601012.SH)
拓普集團(601689.SH)
英維克(002837.SZ)
國軒高科(002074.SZ)
宏發股份(600885.SH)
(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-19 12:25。) (A股報價延遲最少十五分鐘。)

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href=\"https://laohu8.com/S/09633\">農夫山泉</a>(09633.HK)<span> </span><br/><a href=\"https://laohu8.com/S/600660\">福耀玻璃</a>(03606.HK)<span> </span><br/><a href=\"https://laohu8.com/S/600585\">海螺水泥</a>(00914.HK)<span> </span><br/><a href=\"https://laohu8.com/S/02319\">蒙牛乳業</a>(02319.HK)<span> </span><br/>康師傅(00322.HK)<span> </span><br/><a href=\"https://laohu8.com/S/06186\">中國飛鶴</a>(06186.HK)<span> </span><br/><br/><a href=\"https://laohu8.com/S/300750\">寧德時代</a>(300750.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/000333\">美的集團</a>(000333.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/000651\">格力電器</a>(000651.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/600690\">海爾智家</a>(600690.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600309\">萬華化學</a>(600309.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600406\">國電南瑞</a>(600406.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600887\">伊利股份</a>(600887.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600019\">寶鋼股份</a>(600019.SH)<span> </span><br/><a href=\"https://laohu8.com/S/605499\">東鵬飲料</a>(605499.SH)<span> </span><br/><a href=\"https://laohu8.com/S/601012\">隆基綠能</a>(601012.SH)<span> </span><br/><a href=\"https://laohu8.com/S/601689\">拓普集團</a>(601689.SH)<span> </span><br/><a href=\"https://laohu8.com/S/002837\">英維克</a>(002837.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/002074\">國軒高科</a>(002074.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/600885\">宏發股份</a>(600885.SH)<span> </span><br/>(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-19 12:25。) (A股報價延遲最少十五分鐘。)</p><div></div>AASTOCKS新聞 </span> </div></body></html>","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》高盛列出受惠中國“反內卷”政策的中資股名單(表)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">阿斯達克財經</strong><span class=\"h-time small\">2025-08-19 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div> <span> <p><a href=\"https://laohu8.com/S/GS\">高盛</a>發表報告，列出潛在受惠中國“反內卷”政策的中資股名單，全部均予“買入”評級：<br/>股份<br/><a href=\"https://laohu8.com/S/09633\">農夫山泉</a>(09633.HK)<span> </span><br/><a href=\"https://laohu8.com/S/600660\">福耀玻璃</a>(03606.HK)<span> </span><br/><a href=\"https://laohu8.com/S/600585\">海螺水泥</a>(00914.HK)<span> </span><br/><a href=\"https://laohu8.com/S/02319\">蒙牛乳業</a>(02319.HK)<span> </span><br/>康師傅(00322.HK)<span> </span><br/><a href=\"https://laohu8.com/S/06186\">中國飛鶴</a>(06186.HK)<span> </span><br/><br/><a href=\"https://laohu8.com/S/300750\">寧德時代</a>(300750.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/000333\">美的集團</a>(000333.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/000651\">格力電器</a>(000651.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/600690\">海爾智家</a>(600690.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600309\">萬華化學</a>(600309.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600406\">國電南瑞</a>(600406.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600887\">伊利股份</a>(600887.SH)<span> </span><br/><a href=\"https://laohu8.com/S/600019\">寶鋼股份</a>(600019.SH)<span> </span><br/><a href=\"https://laohu8.com/S/605499\">東鵬飲料</a>(605499.SH)<span> </span><br/><a href=\"https://laohu8.com/S/601012\">隆基綠能</a>(601012.SH)<span> </span><br/><a href=\"https://laohu8.com/S/601689\">拓普集團</a>(601689.SH)<span> </span><br/><a href=\"https://laohu8.com/S/002837\">英維克</a>(002837.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/002074\">國軒高科</a>(002074.SZ)<span> </span><br/><a href=\"https://laohu8.com/S/600885\">宏發股份</a>(600885.SH)<span> </span><br/>(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-19 12:25。) (A股報價延遲最少十五分鐘。)</p><div></div>AASTOCKS新聞 </span> </div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1462177/latest-news/AAFN\">阿斯達克財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0251","symbol_name":"專用設備","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1462177/latest-news/AAFN","article_id":"2560152887","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560152887","pubTimestamp":1755579060,"columns":[],"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"高盛發表報告，列出潛在受惠中國“反內卷”政策的中資股名單，全部均予“買入”評級：股份農夫山泉福耀玻璃海螺水泥蒙牛乳業康師傅中國飛鶴寧德時代美的集團格力電器海爾智家萬華化學國電南瑞伊利股份寶鋼股份東鵬飲料隆基綠能拓普集團英維克國軒高科宏發股份(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-19 12:25。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","300750":"宁德时代","399300":"沪深300","600019":"宝钢股份","600309":"万华化学","600406":"国电南瑞","600690":"海尔智家","600885":"宏发股份","600887":"伊利股份","601012":"隆基绿能","601689":"拓普集团","605499":"东鹏饮料","BK0251":"专用设备","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK0231":"软件信息","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","02319":"蒙牛乳业","BK0048":"二胎政策","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU2298064838.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) INC","03606":"福耀玻璃","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","BK0010":"央企","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","00322":"康师傅控股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","09633":"农夫山泉","BK0215":"饮品","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","000651":"格力电器","BK1589":"北水核心资产","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","03750":"宁德时代","000333":"美的集团","BK0183":"MSCI概念","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","06186":"中国飞鹤","002837":"英维克","LU0181495838.USD":"施罗德新兴亚洲A Acc","002074":"国轩高科","00914":"海螺水泥","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC"},"translate_title":"\"Big Bank\" Goldman Sachs lists the list of Chinese stocks that benefit from China's \"anti-involution\" policy (table)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":0.74,"300750":1,"399300":0.74,"600019":1,"600309":1,"600406":1,"600690":1,"600885":1,"600887":1,"601012":1,"601689":1,"605499":1,"000333":1,"000651":1,"002074":1,"002837":1,"00322":1,"00914":1,"02319":1,"03606":1,"03750":0.6,"06186":1,"09633":1,"EVS.SI":0.6},"content_text":"高盛發表報告，列出潛在受惠中國“反內卷”政策的中資股名單，全部均予“買入”評級：股份農夫山泉(09633.HK) 福耀玻璃(03606.HK) 海螺水泥(00914.HK) 蒙牛乳業(02319.HK) 康師傅(00322.HK) 中國飛鶴(06186.HK) 寧德時代(300750.SZ) 美的集團(000333.SZ) 格力電器(000651.SZ) 海爾智家(600690.SH) 萬華化學(600309.SH) 國電南瑞(600406.SH) 伊利股份(600887.SH) 寶鋼股份(600019.SH) 東鵬飲料(605499.SH) 隆基綠能(601012.SH) 拓普集團(601689.SH) 英維克(002837.SZ) 國軒高科(002074.SZ) 宏發股份(600885.SH) (wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-19 12:25。) (A股報價延遲最少十五分鐘。)AASTOCKS新聞","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}