金吾财讯 | 摩根大通发表报告表示，中国全国人大代表大会将于本周三召开，该行的选股策略上从极度超买的人工智能代理股票转到精选的医疗保健、内房、消费品及在传统行业中精通于人工智能的行业领导者。该行料中国政府会将今年GDP增长目标设定在5%左右、政府预算赤字占GDP约4%，及发行特别债等。
该行料全国人民代表大会聚焦继续实施宽松政策，并即将推出支持收入、消费和社会福利的政策措施。该行在其覆盖范围内挑选潜在受惠的内银和房地产公司。在交易建议方面，监于中美紧张局势再次升温，以及美方3月4日起对中国产品加征额外10%的新关税。该行认为内房和金融板块可能为短期轮动或交易带来上行惊喜，并对特定消费板块产生积极溢出效应。
该行的首选是招商银行(03968)、建设银行(00939)、华润置地(01109)、华润万象生活(01209)、及安踏体育(02020)。
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