高盛发表中国市场报告，列出潜在受惠更多宽松政策(more meaningful policy easing stance)出台的中资股名单，全部均予“买入”评级：
(一)支持出口政策
格力电器(000651.SZ)
安踏(02020.HK)
联想集团(00992.HK)
中际旭创(300308.SZ)
比亚迪电子(00285.HK)
申洲国际(02313.HK)
海尔智家(06690.HK)
美的(00300.HK)
波司登(03998.HK)
(二)进口替代
恒瑞医药(600276.SH)
迈瑞医疗(300760.SZ)
北方华创(002371.SZ)
万华化学(600309.SH)
翰森制药(03692.HK)
海大集团(002311.SZ)
石药集团(01093.HK)
中控技术(688777.SH)
华工科技(000988.SZ)
(三)政府支出
贵州茅台(600519.SH)
五粮液(000858.SZ)
立讯精密(002475.SZ)
伊利股份(600887.SH)
农夫山泉(09633.HK)
中微公司(688012.SH)
澜起科技(688008.SH)
华住集团-S(01179.HK)
联影医疗(688271.SH)
蒙牛(02319.HK)
深南电路(002916.SZ)
(四)内房与基建
华润置地(01109.HK)
贝壳－W(02423.HK)
汇川技术(300124.SZ)
中国海外(00688.HK)
三花智控(002050.SZ)
华润万象生活(01209.HK)
龙湖(00960.HK)
北新建材(000786.SZ)
(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-11 16:25。) (A股报价延迟最少十五分钟。)
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