中國策略2006年投資策略報告(pdf 68頁)

中國策略2006年投資策略報告（pdf 68) 部分目錄：

2006年港股市場策略...................................................................1
金融行業..............................................................................5
建設銀行（0939，買入）...........................................................10
交通銀行（3328，買入）...........................................................11
中國人壽（2628，持有）...........................................................12
消費品行業...........................................................................13
李寧（2331，買入）...............................................................17
寶姿（0589，買入）...............................................................18
王朝（0828，賣出）...............................................................19
科技電信行業.........................................................................20
中國電信（0728，買入）...........................................................24
冠捷科技（0903，買入）...........................................................25
金蝶國際（0268，買入）...........................................................26
高速公路行業.........................................................................27
寧滬高速（0177，買入）...........................................................33
鐵路行業.............................................................................34
廣深鐵路（0525，買入）...........................................................39
水務行業.............................................................................40
粵海投資（0270，買入）...........................................................45
原油行業.............................................................................46
中海油（0883，買入）.............................................................51
中國石油（0857，買入）...........................................................52
中國石化（0386，買入）...........................................................53
地產行業.............................................................................54
上海複地（2337，買入）...........................................................61
中國海外（0688，未評級）.........................................................62

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