美银美林:料中资券商股可受惠A股好转 喜爱海通、中金及国泰君安
美银美林发表研究报告指出,贸易升级对A股市场的影响似乎较预期少。在中美两国均宣布最后一轮加徵关税措施后,上证综合指数在过去一个月上升6%,孖展融资及股市交易量均有所上涨。
该行认为,货币宽松政策的能见度上升、资金流入情况及在上海科创板推出後,市场气氛改善似乎是大市反弹的最大动力。此外,即将在10月举行的四中全会将有助确定市场对未来宏观政策作出预期。
由于中资券商作为A股市场的代理交易商,加上目前其H股估值仅较今年来的低位高出5%,因此认为有望在更好的市场前景及成交额复苏下受惠,看好海通证券(06837.HK) 、中金公司(03908.HK)及国泰君安(02611.HK),目标价分别为12港元、16.5港元及17.5港元。
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