《大行報告》大摩:中概股納入南向通及內地宏觀趨勢仍為吸引資金關鍵
摩根士丹利發表報告,指中美就審計監管達成合作協議, 或有助改善市場情緒及支持港交所(00388.HK)估值,但可能會減慢ADR遷移浪潮,並降低對更多IPO及港股成交的期望。本港上市中概股納入南向通標的及內地宏觀趨勢,仍為吸引流動性及支持港股日均成交關鍵。大摩予港交所「與大市同步」評級,目標價300元。
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