中国策略2006年投资策略报告(pdf 68页)

中国策略2006年投资策略报告（pdf 68)  部分目录：

2006年港股市场策略...................................................................1
金融行业..............................................................................5
建设银行（0939，买入）...........................................................10
交通银行（3328，买入）...........................................................11
中国人寿（2628，持有）...........................................................12
消费品行业...........................................................................13
李宁（2331，买入）...............................................................17
宝姿（0589，买入）...............................................................18
王朝（0828，卖出）...............................................................19
科技电信行业.........................................................................20
中国电信（0728，买入）...........................................................24
冠捷科技（0903，买入）...........................................................25
金蝶国际（0268，买入）...........................................................26
高速公路行业.........................................................................27
宁沪高速（0177，买入）...........................................................33
铁路行业.............................................................................34
广深铁路（0525，买入）...........................................................39
水务行业.............................................................................40
粤海投资（0270，买入）...........................................................45
原油行业.............................................................................46
中海油（0883，买入）.............................................................51
中国石油（0857，买入）...........................................................52
中国石化（0386，买入）...........................................................53
地产行业.............................................................................54
上海复地（2337，买入）...........................................................61
中国海外（0688，未评级）.........................................................62

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