《大行报告》大摩料2030年人民币於全球储备资产占比升至一成 看好A股、港交所及中金公司
摩根士丹利发表的报告指,预期随着人民币国际化加快,未来十年将有3万亿美元的资金流入中国,料到2030年人民币将占全球储备资产的一成,看好A股、港交所(00388.HK)及中金公司(03908.HK)。
该行指出,看好A股主要因为料市场可受惠中国三个推动本地经济循环的举措,包括是都市化2.0、科技本地化及人民币资产国际化等,短期将继续增持中国市场,在较牛的情景目标中,沪深300指数有11%的上行空间。
另外该行亦看好港交所表现,估计香港在促进中国市场及国际市场交易具重要角色,估计亦会受惠中概股在港第二上市以及新股上市等,而流动性亦会继续自中国及国际市场流入,另外衍生品扩张亦会带来帮助,予港交所目标价430元。
而中金公司方面该行亦看好,主要认为公司可直接受惠资本市场改革,而收入来源亦会扩阔,加上亦会有新业务的机遇,料未来三年将为公司带来最多25%的额外盈利支撑,大摩维持中金公司为该行首选,认为中金在新经济企业及跨境业务上较强,相信在资本市场改革下将有较多上行空间,而A股IPO亦会成为催化剂。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.