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《大行報告》里昂上調中資券商股目標價 首選廣發証券(01776.HK)
阿思達克 12-16 13:43
里昂發表報告指,中資券商股今年以來表現平平,但仍優於市場。目前中美的貨幣政策出現了分歧,美國擔心通貨膨脹,而中國更憂慮經濟放緩帶來的壓力。 報告指,當發達市場開始面臨上升的利率環境時,中國的利率即使不降低亦會維持平穩,意味著券商仍有望在金融領域享有最大的盈利上升空間。 該行在中資券商中首選仍然是廣發証券(01776.HK),因其四分之一收入來自共同基金,相關業務的健康發展受到投資者和監管機構的歡迎,予「買入」評級,目標價由17.2元上調至18.9元,其他中資券商股目標價詳見另表。
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