高盛发表中国今年市场策略报告，列出中资股“股东回报”主题组合名单：
(一)稳定现金牛
股份
工行(01398.HK)
中行(03988.HK)
招行(03968.HK)
中国财险(02328.HK)
贵州茅台(600519.SH)
美的集团(000333.SZ)
华能水电(600025.SH)
中国广核(003816.SZ)
大秦铁路(601006.SH)
北京银行(601169.SH)
中信特钢(000708.SZ)
星宇股份(601799.SH)
(二)股东回报潜力股
腾讯(00700.HK)
京东-SW(09618.HK)
比亚迪(01211.HK)
百胜中国(09987.HK)
中通快递-W(02057.HK)
同程旅行(00780.HK)
宁德时代(300750.SZ)
恒瑞医药(600276.SH)
北方华创(002371.SZ)
中微公司(688012.SH)
圆通速递(600233.SH)
中国化学(601117.SH)
石头科技(688169.SH)
杰瑞股份(002353.SZ)
许继电气(000400.SZ)
(三)中央及地方国企选择
山西汾酒(600809.SH)
上港集团(600018.SH)
长安汽车(000625.SZ)
潍柴动力(000338.SZ)
江淮汽车(600418.SH)
小商品城(600415.SH)
华润三九(000999.SZ)
今世缘(603369.SH)
深南电路(002916.SZ)
华鲁恒升(600426.SH)
东方电气(600875.SH)
海信视像(600060.SH)
(wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-13 12:25。) (A股报价延迟最少十五分钟。)
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