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Consumer 2018-02-12T14:03 財經茄呢啡 龍頭濠賭股金沙中國及銀娛分別走高1.3%及1.8%。將成為國指新貴的恆安升2.5%。其他藍籌內需股表現向好,蒙牛、旺旺均升2.7%。另外,周大福升4.4%。
Consumer 2018-02-08T13:57 財經茄呢啡 龍頭濠賭股金沙中國及銀娛分別走高1.3%及1.8%。將成為國指新貴的恆安升2.5%。其他藍籌內需股表現向好,蒙牛、旺旺均升2.7%。另外,周大福升4.4%。
Consumer 2018-02-05T13:58 財經茄呢啡 麥嘉嘉亦對本地零售股有保留,中資內需股亦未明顯受惠春運,惟內需行業具基本因素支撐,值得留意,當中個人較睇好教育股,因受經濟政策影響較少。另外,她指香港中旅和錦江酒店屬旅游概念股,可直接受惠於春節,認為有炒作機會。
Consumer 2018-01-29T14:10 財經茄呢啡 強人幣匯率下,中國經濟轉型認為會加快,減低對制造出口的依賴,全面增長內需及服務行業在經濟規模中的成分。今年選股焦點宜放在民生消費類別,加入考慮的,包括萬洲國際、中國糧油控股、恆安國際、中國旺旺、康師傅、安踏體育、高鑫零售及近年積極增長內地零售比重的迅銷等。
Consumer 2018-01-25T13:34 財經茄呢啡 最新數據顯示內地零售市道維持穩健增加,加上北水南來,港股暢旺,作為內需板塊主力的食品股,短期料有條件追落後輪流炒。乳制品行業深化整合,龍頭股蒙牛中長線前景向好,可候低收集;半新食品股日清獲日資大行唱好,隨時以「黑馬」姿態跑出,可小注短炒。
Consumer 2018-01-25T13:34 財經茄呢啡 多只內需股連日走強後今見下跌,但陳錦興指睇好內需股為今年重要板塊,重要由於內地消費升級轉型利好板塊發展,調整過後將再受關注,多只個股仍有上揚空間,當中他較為睇好蒙牛乳業,相信其在本土品牌中表現較強.他亦建議投資者留意近日相對調整壓力較大的板塊,如科技股,可趁趁低增持。
Consumer 2018-01-25T13:34 財經茄呢啡 內需表現也不錯,除零售營業額、來台旅客人數等多項經濟指標,近幾個月都所回升外,還有股匯市齊齊上漲、企業加薪及獎金潮等,都有一定的支持作用。
Consumer 2018-01-20T14:31 財經茄呢啡 個別內需股繼續受捧,蒙牛漲2。44%,報25。15元,盤中高見25。45元,連續兩日創歷史新高。旺旺軟0。15%,報6。69元。恆安跌0。56%,報80。15元。
Consumer 2018-01-16T17:13 財經茄呢啡 日股在今年開市之後即展現強勢走勢,先鋒投顧副總經理蘇皓毅指出,日本受累於高齡化人口結構令到勞動人口不足、內需牛皮,日本經濟已牛皮多年,今年以來強勁的海外需求推升出口、提高企業獲利,同一時間也促進企業提高資本支出低通膨壓力下,日本央行將保持現行寬松政策,且在弱勢日圓將可在2018年持續支持股市表現。
Consumer 2018-01-15T14:59 財經茄呢啡 濠賭股顯著造好,金沙獲德銀中金「祝福」,股價揚7.8%收44.95元,為表現最好藍籌。銀娛揚3.7%、新濠國際漲2.9%、永利澳門走高4.9%、美高梅中國揚5.3%、澳博抽高6.2%。藍籌內需股逆跌,旺旺、蒙牛、恆安跌幅介乎2.1%-2.5%。
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