智通财经APP获悉，大华继显发布研报称，中国股市在5月因缺乏新的催化剂而回调，恒生指数和MSCI中国指数分别环比下跌2.3%和3.4%。该行预期美国股市自3月底以来显著上涨后将进入整固阶段，而中国股市可能在6月与美国同步进一步走低，并视此为买入那些在2026年下半年营收增长更强劲的股票好机会。该行将高伟电子(01415) 、华润万象生活(01209)、网易-S(09999)和药明康德(02359)加入买入名单，并将理想汽车(02015) 加入卖出名单。
智通财经APP获悉，大华继显发布研报称，中国股市在5月因缺乏新的催化剂而回调，恒生指数和MSCI中国指数分别环比下跌2.3%和3.4%。该行预期美国股市自3月底以来显著上涨后将进入整固阶段，而中国股市可能在6月与美国同步进一步走低，并视此为买入那些在2026年下半年营收增长更强劲的股票好机会。该行将高伟电子(01415) 、华润万象生活(01209)、网易-S(09999)和药明康德(02359)加入买入名单，并将理想汽车(02015) 加入卖出名单。
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