《大行報告》傑富瑞料螞蟻延上市不會影響中港市場長線前景 重申恆指目標三萬點
傑富瑞發表研究報告指,螞蟻集團(06688.HK)叫停上市計劃,似乎是由於當局對線上小額貸款業務監管趨緊所致,由於螞蟻擁有眾多金融牌照和不同實體,重新審視監管細節需時,預期短期內不太可能重啟招股。
但該行相信,香港金融市場蓬勃發展,內地金融科技行業亦持續擴張,相信低迷的市場不會持續很長時間,並指出,「雙十一」即將來到,預期投資者將轉為重新關注拼多多(PDD.US)、阿里巴巴(09988.HK)及美團(03690.HK)。此外,該行亦認為,人民幣強勢及全球貿易反彈下,將利好週期性股份,例如內地航空股及航運股;並看好內房、家電及內地汽車股。
傑富瑞表示,仍然看好香港市場,恆指目標水平為30,000點,在全球資產配置中,對滬深300指數持溫和正面看法。
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