大行评级|花旗:长和、联想集团等企业或受惠欧洲更好盈利增长前景

港股那点事
10 Mar

格隆汇3月10日|花旗发表报告指,欧盟的国防支出计划总额达8000亿欧元,旨在将国防支出占GDP比例提升至3%,不单只将刺激欧洲经济增长,更可能带动当地股市表现,并为在欧洲市场有较高敝口的中国企业带来机遇。根据花旗的分析,在中国股市中,欧洲收入占比较高的行业包括综合企业、资本货物、通讯基础设施、消费品和太阳能行业。

花旗给予“买入”评级且在欧洲收入占比至少25%的中国大型企业包括:长和伟易达亿联网络石头科技德昌电机控股苏泊尔伟星股份联想集团九兴控股。这些公司可能受惠欧洲更好的盈利增长前景。

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