行业研究报告

UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441

2024-07宏观经济24 页

Global Research and Evidence Lab Europe's China challenge Europe including UK

报告摘要

Global Research and Evidence Lab Europe's China challenge Europe including UK

核心要点

  1. 17 July 2024

报告信息

文件全名
《UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441.pdf》
适合读者
投资人行业研究员
核心数据
  1. China is Europe's second largest export market (13%) with Germany accounting for
  2. half. Industrial goods/autos account for 54% of exports. Luxury, semis and chemicals
  3. around 20% expected upside. Sell-rated stocks with China exposure include
核心议题
PMI

常见问题

《UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441》主要包含哪些内容?

Global Research and Evidence Lab Europe's China challenge Europe including UK核心数据:China is Europe's second largest export market (13%) with Germany accounting for;half. Industrial goods/autos account for 54% of exports. Luxury, semis and chemicals;around 20% expected upside. Sell-rated stocks with China exposure include。

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覆盖 2024 年,全文共 24 页。

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