智通财经APP获悉，花旗发布研报称，欧盟的国防支出计划总额达8,000亿欧元，旨在将国防支出占GDP比例提升至3%，这不仅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敞口的中国企业带来机遇。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(00001)、伟易达(00303)、亿联网络(300628.SZ)、石头科技(688169.SH)、德昌电机控股(00179)、苏泊尔(002032.SZ)、伟星股份(002003.SZ)、联想集团(00992)、九兴控股(01836)，可能受惠于欧洲更好的盈利增长前景。
花旗表示，欧洲经济增长的改善可能使当地指数级每股盈利增长率在未来五年每年提升2%。这一更高的增长前景可能在短期内进一步推动欧洲股市上涨。与此同时，这也可能惠及在欧洲有销售的中国企业。根据该行分析，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。
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.