今日,国际大行高盛发表了11月亚太区的策略报告,指出中国和印度由于制造业的推动和出口增长上调了GDP增长预期,在本月度,更看好科技、材料、保险、工业四个行业,对于能源等行业的评级,则出现了下调。
高盛列出了最新的买入股票名单(仅指港股):
友邦(01299.HK)
小米-W(01810.HK)
港交所(00388.HK)
中国平安(02318.HK)
紫金(02899.HK)
创科(00669.HK)
中国财险(02328.HK)
中国太保(02601.HK)
联想集团(00992.HK)
洛阳钼业(03993.HK)
华虹半导体(01347.HK)
招金(01818.HK)
中铝(02600.HK)
潍柴(02338.HK)
中金公司(03908.HK)
江铜(00358.HK)
瑞声(02018.HK)
海螺水泥(00914.HK)
比亚迪电子(00285.HK)
五矿资源(01208.HK)
中国中车(01766.HK)
京东物流(02618.HK)
太古A(00019.HK)
中国建材(03323.HK)
时代电气(03898.HK)
海天国际(01882.HK)
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