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策略 | 阿尔法首选股:10月具高信念度股份
中国股市于9月份下跌,恒生指数及MSCI中国指数分别按月下跌3.7%及4.7%。 市场在10月可能维持波动,但我们继续聚焦于具备近期催化剂的股份,并将滴滴、信和置业及携程加入「买入」名单。我们对高伟电子、大族激光及双环传动进行了止蚀。
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