智通财经APP获悉，大华继显发布研报称，恒生指数和MSCI中国指数在4月分别下跌4.3%和5.2%，受4月初特朗普关税宣布以及对全球衰退可能的担忧推动。由于持续的外部不确定性，该行将维持对国内政策受益者和防御性行业的配置。大华继显的“买入”名单新增阿里巴巴-W(09988)、信达生物(01801)、双环传动(002472.SZ)和携程-S(09961)，并对华润置地(01109)和健倍苗苗(02161)进行获利了结。
大华继显表示，阿里加入“买入”名单，原因包括：a)其业务集团成功上市，b)云业务盈利能力持续改善，c)用户增长强劲;将信达生物加入“买入”名单，原因包括：a)其强劲业绩憧憬;b)顺利的研发表现和持续的业务发展努力;c)新产品推出将能够创造收入来源;将携程加入“买入”名单，推动因素包括线上旅行社(OTA)平台持续渗透国内线下及低线城市旅游市场，以及出境航班运力扩张。
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