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改善，同时房价跌幅已收窄；农历新年过后主要连锁酒店的商务旅行需求持续复苏，该行料平均每日房价有望在4月或5月出现拐点；餐饮行业价格竞争趋于理性，平均消费单价已开始趋于稳定；消费品以旧换新计划的资金支持超预期；政府承诺推出育儿补贴。
股份｜评级
安踏(02020.HK) ｜买入
申洲国际(02313.HK) ｜买入
周大福(01929.HK) ｜买入
蒙牛(02319.HK) ｜买入
润啤(00291.HK) ｜买入
百胜中国(09987.HK) ｜跑赢大市
(vc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 16:25。)
相关内容《大行》大摩列出亚股(只列港股)最新分析员首选名单(表)
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