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，评级与国药控股(01099.HK) 一样。另外，对美团(03690.HK) 采取止蚀行动。
该行的“买入”名单亦包括晶苑国际(02232.HK) 、吉利汽车(00175.HK) 、翰森制药(03692.HK) 、蒙牛(02319.HK) 、金沙中国(01928.HK) 、腾讯(00700.HK) ，以及携程(09961.HK) 。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-01-03 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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