【3 月 10 日，花旗发布报告称】花旗指出，欧盟国防支出计划总额达 8000 亿欧元，拟将国防支出占 GDP 比例提升至 3%，这不仅会刺激欧洲增长，还可能带动当地股市表现，为在欧洲市场有较高敞口的中业带来机遇。据花旗分析，在中国股市，欧洲收入占比较高的行业有综合企业、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...
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