大和的研究报告指，美国总裁特朗普在贸易上加大压力对内地消费股为正面，至于内地两会没有惊喜，消费主导政策基调持续强劲。该行首选股包括周大福(01929.HK) 、安踏(02020.HK) 、蒙牛(02319.HK) 、润啤(00291.HK) 、申洲国际(02313.HK) 以及百胜中国(09987.HK) 。从基本面来看，该行观察到一系列显示消费需求逐步回暖的积极趋势，包括二手房销售与房地产市场...
Source Link大和的研究报告指，美国总裁特朗普在贸易上加大压力对内地消费股为正面，至于内地两会没有惊喜，消费主导政策基调持续强劲。该行首选股包括周大福(01929.HK) 、安踏(02020.HK) 、蒙牛(02319.HK) 、润啤(00291.HK) 、申洲国际(02313.HK) 以及百胜中国(09987.HK) 。从基本面来看，该行观察到一系列显示消费需求逐步回暖的积极趋势，包括二手房销售与房地产市场...
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