晨星：中資股仍存在市場機會首選股包括京東(09618)等

智通財經網

04-16

晨星高級股票分析師Chelsey Tam認爲，中資股仍存在市場機會。她預期，中央會加碼消費補貼規模，“以舊換新”計劃可望持續3年，並將涵蓋更多消費種類。中資週期性股份方面，晨星亞洲股票市場策略師Kai Wang稱首選股包括京東(09618)、百勝中國(09987)及吉利汽車(00175)。他解釋，京東可受惠“以舊換新”補貼，吉利月度銷售動力強勁及盈利能力復甦，故屬汽車股首選。

Kai Wang續指，美國收入佔比有限的收息股如公用股及消費防守股，相對較不受市場波動影響。中資電訊股便屬該類股份，當中具收息股性質的中國聯通(00762)，更獲晨星給予五星評級。

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class=\"h-time small\">2025-04-16 19:11</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<p cms-style=\"font-L\">晨星高級股票分析師Chelsey Tam認爲，中資股仍存在市場機會。她預期，中央會加碼消費補貼規模，“以舊換新”計劃可望持續3年，並將涵蓋更多消費種類。中資週期性股份方面，晨星亞洲股票市場策略師Kai Wang稱首選股包括<a href=\"https://laohu8.com/S/JD\">京東</a>(09618)、<span><a href=\"https://laohu8.com/S/YUMC\">百勝中國</a></span><span></span>(09987)及<span><a href=\"https://laohu8.com/S/00175\">吉利汽車</a></span><span></span>(00175)。他解釋，京東可受惠“以舊換新”補貼，吉利月度銷售動力強勁及盈利能力復甦，故屬汽車股首選。</p><p cms-style=\"font-L\">Kai Wang續指，美國收入佔比有限的收息股如公用股及消費防守股，相對較不受市場波動影響。中資電訊股便屬該類股份，當中具收息股性質的<span><a href=\"https://laohu8.com/S/600050\">中國聯通</a></span><span></span>(00762)，更獲晨星給予五星評級。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-04-16/doc-inetkhus3247355.shtml\">智通財經網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1282651048.USD","symbol_name":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-04-16/doc-inetkhus3247355.shtml","article_id":"2527218329","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2527218329","pubTimestamp":1744801860,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"晨星高級股票分析師Chelsey Tam認為，中資股仍存在市場機會。她預期，中央會加碼消費補貼規模，“以舊換新”計劃可望持續3年，並將涵蓋更多消費種類。中資週期性股份方面，晨星亞洲股票市場策略師Kai 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