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磐石533
2021-08-20

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A股凶猛！大摩下半年看好哪些中国股票？

A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资

A股凶猛！大摩下半年看好哪些中国股票？

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href=\"https://laohu8.com/S/600176\">中国巨石</a></b>&nbsp;–&nbsp;在摩根士丹利筛选的高品质公司中，这家在上交所上市的玻璃纤维制造商是其中之一，分析师预计这将从定价能力中受益。大摩预计，其股价将从每股17.30元升至约30.98元，涨幅为79.1％。</p><p><img src=\"https://static.tigerbbs.com/c61362ed37c32b5b4b7973891f1aa85e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/01128\">永利澳门</a></b>&nbsp;–&nbsp;这家在香港上市的公司是澳门博彩业的领导者，也是摩根士丹利预计企业定价能力将提高的少数几个公司之一。大摩预计，若以每股13.40港元的价格计算，该股将上涨56.7％，至每股约21港元。</p><p><img src=\"https://static.tigerbbs.com/274c3fe87bffaf7f47d24a3d43193110\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/300776\">帝尔激光</a></b>&nbsp;—&nbsp;这家位于武汉的公司开发和销售激光技术给太阳能电池板制造商。摩根士丹利预计，其股价将从每股107.2元升至174.09元，涨幅为62.4％。</p><p><img src=\"https://static.tigerbbs.com/c580417db8c48b873bb2c248e62b0bf2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002352\">顺丰控股</a></b>&nbsp;—&nbsp;这家中国快递业巨头属于摩根士丹利预期将随着通货膨胀率上升而受益的“工业”类企业。随着私人支出的恢复，这些策略师们也喜欢消费者服务和耐用品。但是他们将电子商务行业的评级降低到了减持。摩根士丹利预计，顺丰股价将从每股62.90元升至95.73元，涨幅为52.2％。</p><p><img src=\"https://static.tigerbbs.com/bfff1fbd2280ee4943fc7c6960e51686\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002027\">分众传媒</a></b>&nbsp;-&nbsp;这家中国线下广告巨头将其战略重点放在电梯广告上。摩根士丹利的报告称，广告业是目前价格上涨的行业之一。预计其股价将从每股9.90元升至14.10元，涨幅为42.4％。</p><p><img src=\"https://static.tigerbbs.com/dd5d726c14a4503b2be6795cab6e9c36\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 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15:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资金净流入达247.74亿元，创历史新高；沪深两市成交额突破1万亿元，为2月24日以来首次。市场欢欣鼓舞，大有牛市再来之势。那么，外资大行对中国市场接下来如何走有何判断？看好哪些股票？</p><p><img src=\"https://static.tigerbbs.com/35b0e9233512f5c767aadc4b0af96f50\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师对中国市场抱持谨慎态度，以至于将曾经一些炙手可热的板块降级，而把目光转向了一些个股。</p><p>大摩亚洲股市策略师在5月17日发布的中国股市年中展望中写道，诸如通胀、货币政策收紧以及对中国科技公司的更严格监管等多重不确定因素将对整个市场构成压力。在这种环境下，少数确定因素之一是定价能力将成为今年表现出色的关键驱动力。他们说，这使得选股成为关键的投资策略。</p><p>以下是大摩看好的在中国内地和香港市场中股票涨幅将达到两位数的五只股票：</p><p><b><a href=\"https://laohu8.com/S/600176\">中国巨石</a></b>&nbsp;–&nbsp;在摩根士丹利筛选的高品质公司中，这家在上交所上市的玻璃纤维制造商是其中之一，分析师预计这将从定价能力中受益。大摩预计，其股价将从每股17.30元升至约30.98元，涨幅为79.1％。</p><p><img src=\"https://static.tigerbbs.com/c61362ed37c32b5b4b7973891f1aa85e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/01128\">永利澳门</a></b>&nbsp;–&nbsp;这家在香港上市的公司是澳门博彩业的领导者，也是摩根士丹利预计企业定价能力将提高的少数几个公司之一。大摩预计，若以每股13.40港元的价格计算，该股将上涨56.7％，至每股约21港元。</p><p><img src=\"https://static.tigerbbs.com/274c3fe87bffaf7f47d24a3d43193110\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/300776\">帝尔激光</a></b>&nbsp;—&nbsp;这家位于武汉的公司开发和销售激光技术给太阳能电池板制造商。摩根士丹利预计，其股价将从每股107.2元升至174.09元，涨幅为62.4％。</p><p><img src=\"https://static.tigerbbs.com/c580417db8c48b873bb2c248e62b0bf2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002352\">顺丰控股</a></b>&nbsp;—&nbsp;这家中国快递业巨头属于摩根士丹利预期将随着通货膨胀率上升而受益的“工业”类企业。随着私人支出的恢复，这些策略师们也喜欢消费者服务和耐用品。但是他们将电子商务行业的评级降低到了减持。摩根士丹利预计，顺丰股价将从每股62.90元升至95.73元，涨幅为52.2％。</p><p><img src=\"https://static.tigerbbs.com/bfff1fbd2280ee4943fc7c6960e51686\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002027\">分众传媒</a></b>&nbsp;-&nbsp;这家中国线下广告巨头将其战略重点放在电梯广告上。摩根士丹利的报告称，广告业是目前价格上涨的行业之一。预计其股价将从每股9.90元升至14.10元，涨幅为42.4％。</p><p><img src=\"https://static.tigerbbs.com/dd5d726c14a4503b2be6795cab6e9c36\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"300776":"帝尔激光","399001":"深证成指","399006":"创业板指","600176":"中国巨石","002027":"分众传媒","002352":"顺丰控股","000001.SH":"上证指数","01128":"永利澳门"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186223315","content_text":"A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资金净流入达247.74亿元，创历史新高；沪深两市成交额突破1万亿元，为2月24日以来首次。市场欢欣鼓舞，大有牛市再来之势。那么，外资大行对中国市场接下来如何走有何判断？看好哪些股票？摩根士丹利分析师对中国市场抱持谨慎态度，以至于将曾经一些炙手可热的板块降级，而把目光转向了一些个股。大摩亚洲股市策略师在5月17日发布的中国股市年中展望中写道，诸如通胀、货币政策收紧以及对中国科技公司的更严格监管等多重不确定因素将对整个市场构成压力。在这种环境下，少数确定因素之一是定价能力将成为今年表现出色的关键驱动力。他们说，这使得选股成为关键的投资策略。以下是大摩看好的在中国内地和香港市场中股票涨幅将达到两位数的五只股票：中国巨石 – 在摩根士丹利筛选的高品质公司中，这家在上交所上市的玻璃纤维制造商是其中之一，分析师预计这将从定价能力中受益。大摩预计，其股价将从每股17.30元升至约30.98元，涨幅为79.1％。永利澳门 – 这家在香港上市的公司是澳门博彩业的领导者，也是摩根士丹利预计企业定价能力将提高的少数几个公司之一。大摩预计，若以每股13.40港元的价格计算，该股将上涨56.7％，至每股约21港元。帝尔激光 — 这家位于武汉的公司开发和销售激光技术给太阳能电池板制造商。摩根士丹利预计，其股价将从每股107.2元升至174.09元，涨幅为62.4％。顺丰控股 — 这家中国快递业巨头属于摩根士丹利预期将随着通货膨胀率上升而受益的“工业”类企业。随着私人支出的恢复，这些策略师们也喜欢消费者服务和耐用品。但是他们将电子商务行业的评级降低到了减持。摩根士丹利预计，顺丰股价将从每股62.90元升至95.73元，涨幅为52.2％。分众传媒 - 这家中国线下广告巨头将其战略重点放在电梯广告上。摩根士丹利的报告称，广告业是目前价格上涨的行业之一。预计其股价将从每股9.90元升至14.10元，涨幅为42.4％。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}