花旗发表报告预期今年投资者在中国消费板块中，将重新平衡“价值型”及“增长型”的投资组合配置。该行对于今年政府在通胀较低的环境下，能否即时大幅刺激消费持保守看法，因此选股策略将聚焦于企业盈利增长的可持续程度。该行在非必需消费品领域的首选包括安踏体育(02020.HK) 、泡泡玛特(09992.HK) 、海底捞(06862.HK) 、亚朵集团(ATAT.US) 及美的集团(00300.HK) ；在...
Source Link花旗发表报告预期今年投资者在中国消费板块中，将重新平衡“价值型”及“增长型”的投资组合配置。该行对于今年政府在通胀较低的环境下，能否即时大幅刺激消费持保守看法，因此选股策略将聚焦于企业盈利增长的可持续程度。该行在非必需消费品领域的首选包括安踏体育(02020.HK) 、泡泡玛特(09992.HK) 、海底捞(06862.HK) 、亚朵集团(ATAT.US) 及美的集团(00300.HK) ；在...
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