大华继显的研究报告指，预料今年市场的波动性会更高。美国总统特朗普会在1月20日正式就职，他会否对内地货品马上征收关税，又或会否征收60%，仍存在不确定性。该行将宁德时代(300750.SZ) 、京东物流(02618.HK) 、名创优品(MNSO.US) 以及珩湾科技(01523.HK) 等受关税影响较轻的公司纳入其“买入”名单。同时，该行将微盟(02013.HK) 纳入其“沽售”名单，评级与...
Source Link大华继显的研究报告指，预料今年市场的波动性会更高。美国总统特朗普会在1月20日正式就职，他会否对内地货品马上征收关税，又或会否征收60%，仍存在不确定性。该行将宁德时代(300750.SZ) 、京东物流(02618.HK) 、名创优品(MNSO.US) 以及珩湾科技(01523.HK) 等受关税影响较轻的公司纳入其“买入”名单。同时，该行将微盟(02013.HK) 纳入其“沽售”名单，评级与...
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