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高盛列出中資股下半年四大投資主題股票名單

Goldman Sachs Group lists a list of the four major investment themes of Chinese stocks in the second half of the year.

即市頭條 ·  Jul 10, 2022 23:56

Goldman Sachs Group released a report on China's market outlook for the second half of the year, saying that in view of the rising global economic recession and the imminent 24-month recession in the United States and the global economy, it is estimated that China's economic growth will be solid in the second half of this year. Due to the introduction of policies and the normalization of the epidemic.

According to the Bank of China, the shares of China's mutual trading industry have risen 45 percent since mid-March, and the Bank continues to recommend "increasing" Chinese market stocks (A shares and H shares). It is expected that China's economic growth, inflation and policy maturity are more favorable than those of other regions in the world.

Goldman Sachs Group said that in the industry, it is recommended to "increase" the holdings of interchangeable, automobile, semi-finished and durable consumer products, and to identify four major investment topics in the second half of the year (first, political stimulus, second domestic real estate developers, third, Chinese stocks and profitable science and technology stocks, and fourth, post-epidemic disaster), as follows:

(1) political stimulation

$China Rallway (00390.HK) $

$Weichai Power (02338.HK) $

$Air China Limited (00753.HK) $

$Jiangxi Copper (00358.HK) $

$Kingdee International Software Group (00268.HK) $

$Zijin Mining Group (02899.HK) $

Standing liquid (601100.SH)

(2) domestic housing businessmen in state-owned enterprises

China Jinmao (00817.HK) $

$China Overseas Land & Investment (00688.HK) $

China overseas Hongyang Group (00081.HK) $

$China Resources Land (01109.HK) $

$China Vanke (02202.HK) $

Investment promotion Shekou (001979.SZ)

Poly Development (600048.SH)

Acanthaceae A (000002.SZ)

Jindi Jidi (600383.SH)

(3) the return of Chinese stocks and profitable technology stocks

$Tencent (00700.HK) $

$Meituan-W (03690.HK) $

$BABA (BABA.US) $

$Pinduoduo (PDD.US) $

$JD.com (JD.US) $

$NetEase, Inc (NTES.US) $

$Baidu, Inc. (BIDU.US) $

$TRIP COM GRP LTD (TCOM.US) $

$Dada Nexus Limited (DADA.US) $

(4) severe illness after the epidemic

$Galaxy Entertainment (00027.HK) $

$Sands China Ltd. (01928.HK) $

$Pop Mart International (09992.HK) $

$99 (09922.HK) $

$Helens (09869.HK) $

$China Hongqiao (01378.HK) $

$Yum China (YUMC.US) $

$TRIP COM GRP LTD (TCOM.US) $

Hanjiang Hotel (600754.SH)

First Travel Hotel (600258.SH)

Gekewei (688728.SH)

Core original shares (688521.SH)

Separate delivery medium (002027.SZ)

Song Cheng performance (300144.SZ)

China medium exemption (601888.SH)

Edit / Viola

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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