里昂发表报告，指内地经济前景改善的证据正在累积，但通胀和重新点燃家庭动用超额储蓄消费的信心仍是首要任务。净出口提供了一个便捷的增长缓冲，但贸易战升级表明需要加快转向以消费为主要驱动力的步伐。官方论述(拥抱私营企业创新和消费)是积极的，房地产初步稳定和企业盈利复苏的迹象支持市场热情。
然而，里昂表示，中国市场的反弹往往倾向于快速熄火，随后出现显著回调。该行对基准配置(高于大多数新兴市场基金)感到满意，并列出13只“高度确信跑赢大市”股份，包括瑞声(02018.HK) 、阿里(BABA.US) 、比亚迪(01211.HK) 、蒙牛(02319.HK) 、中软国际(00354.HK) 、新诺威(300765.SZ) 、滴滴(DIDIY.US) 、吉利(00175.HK) 、金力永磁(06680.HK) 、金山软件(03888.HK) 、澜起科技(688008.SZ)、网易云音乐(09899.HK) 及小米-W(01810.HK) 。(ad/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 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。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.