《大行報告》匯豐研究:港交所(00388.HK)得益科技巨頭重組 中銀(02388.HK)未來數月受惠本港重新開放
匯豐研究發表有關香港銀行報告指,訪客量、房地產市場和零售銷售以及內地PMI反映宏觀環境改善,不過企業貸款需求仍然疲軟,且利率前景仍存不確定性。
報告指,目前市場對聯儲局加息預期已經下降,芝商所期貨顯示目前市場料今年底前將減息兩至三次,並在明年底前減息五至七次。該行預計,香港銀行首季淨息差將按季下降,但仍高於去年第三季。另一方面,較低的利率環境可能支持股票市場的成交量,從而令港交所(00388.HK)受惠。
在香港的金融股中,該行指更偏好港交所,因爲可能其新上市規則或吸引內地大型科技公司重組,給予目標價422元,評級「買入」。同時預計中銀香港(02388.HK)未來三至九個月內將進一步受惠重新開放,給予其目標價32.1元,評級「買入」。
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