花旗发表报告指，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%，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。长和(00001.HK) 等可能从中获得显著的增长潜力。
花旗指，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(00001.HK) 、伟易达(00303.HK) 、亿联网络(300628.SZ) 、石头科技(688169.SH) 、德昌电机控股(00179.HK) 、苏泊尔(002032.SZ) 、伟星股份(002003.SZ) 、联想集团(00992.HK) 、九兴控股(01836.HK) 。这些公司可能受惠欧洲更好的盈利增长前景。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 16:25。) (A股报价延迟最少十五分钟。)
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