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《大行报告》大摩:内地券商股仍有上升空间 料A股跑赢H股
阿思达克 05-26 15:07
大摩发表的研究报告指,券商股近期回升主要因为首季优先认购风险有所消化,令A股流动性压力趋向温和,该行估计步向7月1日在岸投资者的气氛将有所改善。

该行认为A股券商升幅将跑赢H股券商,因为受在岸流动性收紧影响,A股今年以来跑输H股约13个百分点,此外现时就券商在财富管理方面的进展亦有积极讨论,认为在岸投资者较欣赏相关因素。大摩较为喜欢中信证券(06030.HK)A/H股、中金公司(03908.HK)及东方财富(300059.SZ),认为将有进一步的上行空间,而前两者或有更多上行空间,中信证券目标价22.8元,中金公司目标价26.5元,评级均为「增持」。(el/u) ~

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