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These US-Listed Chinese Stocks Set To Surge Amid Beijing's New Stimulus Plan: Citi

These US-Listed Chinese Stocks Set To Surge Amid Beijing's New Stimulus Plan: Citi

這些在美國上市的中國股票將在北京新刺激計劃下蓬勃發展:花旗
Benzinga ·  10/03 17:52

Amid China's recent economic stimulus efforts, Citi has identified three U.S.-listed Chinese stocks as potential winners. The measures, introduced last month, aim to rejuvenate the economy and enhance market and consumer confidence.

在中國最近的經濟刺激措施中,花旗銀行已經確定了三家在美國上市的中國股票爲潛在的贏家。上個月推出的措施旨在振興經濟,增強市場和消費者信心。

What Happened: Citi has pinpointed three Chinese stocks listed in the U.S. as potential beneficiaries of China's recent economic stimulus measures, CNBC reported on Thursday. Last month, China rolled out several policies aimed at revitalizing its economy and boosting market and consumer confidence.

據CNBC週四報道,花旗銀行已經明確指出,在中國最近的經濟刺激措施中,在美國上市的三家中國股票可能會受益。上個月,中國推出了旨在振興經濟、提振市場和消費者信心的多項政策。

These efforts have already led to significant gains in Chinese internet stocks, with the KraneShares China Internet ETF rising by 45%. Despite these gains, Citi analysts, led by Alicia Yap, believe the market has not fully accounted for the potential improvements in macroeconomic conditions and earnings growth.

這些努力已經導致中國互聯網股票出現顯著漲幅,KraneShares中國互聯網etf上漲了45%。儘管取得了這些收益,但由Alicia Yap領導的花旗銀行分析師團隊認爲,市場尚未充分評估宏觀經濟狀況和盈利增長的潛在改善。

The Wall Street bank highlighted Tencent (OTC:TCEHY), Trip.com Group (NASDAQ:TCOM) and Meituan (OTC:MPNGY) as top picks to benefit from the stimulus. Tencent, with its diverse business portfolio, stands to gain from increased consumer spending and online activity. Trip.com Group is expected to benefit from a resurgence in China's travel industry, while Meituan could see growth in consumer spending on food delivery and local services.

華爾街銀行將騰訊(場外交易:TCEHY)、攜程網集團(納斯達克:TCOM)和美團(場外交易:MPNGY)列爲從這項刺激措施中受益的首選。騰訊憑藉其多樣化的業務投資組合,有望從消費者支出和在線活動的增加中獲益。攜程網集團預計將受益於中國旅遊業的復甦,而美團可能會看到消費者在外賣和本地服務上的花費增長。

Why It Matters: The recent stimulus measures in China have sparked optimism in the markets. Chinese stocks experienced a rebound following the announcement of policies allowing homeowners to refinance mortgages. This move is part of a broader strategy to support the struggling economy.

爲什麼重要:中國最近的刺激措施引發了市場的樂觀情緒。中國股市在政策允許房主重新貸款的消息公佈後出現反彈。此舉是支持陷入困境的經濟的更廣泛戰略的一部分。

Despite the positive short-term impact, there are concerns about the long-term effectiveness of these measures. Experts hold skepticism about the ability of these stimulus programs to address China's structural economic issues, particularly in the real estate sector. Nevertheless, the immediate liquidity injections have provided a boost to the markets, with the CSI 300 index rallying by nearly 16% last week.

儘管短期內產生了積極影響,但人們對這些措施的長期有效性表示擔憂。專家們對這些刺激計劃能否解決中國結構性經濟問題,尤其是在房地產業方面持懷疑態度。然而,即時的流動性注入爲市場提供了推動,滬深300指數上週上漲了近16%。

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Image via Shutterstock

圖片來自shutterstock。

This story was generated using Benzinga Neuro and edited by Pooja Rajkumari

本報道使用Benzinga Neuro生成,並由Pooja Rajkumari編輯

譯文內容由第三人軟體翻譯。


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