《大行》大摩:电力及燃气公用事业股均具防守性 中国电力需求具弹性

阿斯达克财经
Yesterday

摩根士丹利发表研究报告指,由于关税高于预期,在宏观环境不明朗的情况下,电力及燃气公用事业股均属于理想的防守型投资。相对而言,由于中国的快速电气化进程及人工智能发展,中国的电力需求会比天然气更有弹性,而天然气需求的增长则可能因出口相关的工业活动疲弱而受到负面影响。
在燃气方面,该行认为昆仑能源(00135.HK) 最具防守性,料其受惠于中国西部强劲的燃气增长。而从收益率的角度来看,华润电力(00836.HK) 亦具吸引力。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 12:25。)

AASTOCKS新闻

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10