晨星高级股票分析师Chelsey Tam认为，中资股仍存在市场机会。她预期，中央会加码消费补贴规模，“以旧换新”计划可望持续3年，并将涵盖更多消费种类。中资周期性股份方面，晨星亚洲股票市场策略师Kai Wang称首选股包括京东(09618)、百胜中国(09987)及吉利汽车(00175)。他解释，京东可受惠“以旧换新”补贴，吉利月度销售动力强劲及盈利能力复苏，故属汽车股首选。

Kai Wang续指，美国收入占比有限的收息股如公用股及消费防守股，相对较不受市场波动影响。中资电讯股便属该类股份，当中具收息股性质的中国联通(00762)，更获晨星给予五星评级。

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