中银国际：华侨看中国－－12月策略研究月刊

　-0612 .pdf　　中文

３４页　　　一页２行版，合６８页　

目录
从不毛之地到芬芳之港.............................................................................. 3
在牛气中前行................................................................................................ 4
2007 年香港投资策略.................................................................................. 7
2007 年中国投资策略.................................................................................. 8
我的2007 年A 股“爱股”........................................................................10
中国经济........................................................................................................18
香港经济........................................................................................................27
汽车及零部件................................................................................................29
化工.................................................................................................................30
消费品 — 啤酒及白酒...............................................................................31
消费品 — 乳制品........................................................................................32
消费品 — 家电............................................................................................33
消费品 — 纺织品及零售..........................................................................34
消费服务 — 酒店/博彩..............................................................................35
能源.................................................................................................................36
金融 (中国)....................................................................................................37
金融 (香港)....................................................................................................38
金融 — 保险................................................................................................39
工业..................................................................................................................... 40
传媒.................................................................................................................41
金属及矿产....................................................................................................42
制药.................................................................................................................43
地产 (中国)....................................................................................................44
地产 (香港)....................................................................................................45
中小盘股/工业...............................................................................................46
科技.................................................................................................................47
电信 (中国)....................................................................................................48
电信 (香港)....................................................................................................49
交通运输 — 航空........................................................................................50
交通运输 — 机场........................................................................................51
交通运输 — 海运........................................................................................52
公用事业 (中国)...........................................................................................53
公用事业 (香港)...........................................................................................54
中银国际股票研究范围..............................................................................55
公告时间表....................................................................................................62
最近出版的研究报告..................................................................................63
中银国际研究团队.......................................................................................64

[此贴子已经被作者于2007-1-3 11:30:27编辑过]