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策略 | 阿爾法首選股:10月具高信念度股份
中國股市於9月份下跌,恒生指數及MSCI中國指數分別按月下跌3.7%及4.7%。 市場在10月可能維持波動,但我們繼續聚焦於具備近期催化劑的股份,並將滴滴、信和置業及攜程加入「買入」名單。我們對高偉電子、大族激光及雙環傳動進行了止蝕。
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