You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究:資本市場可受惠中國政策放寬和美息週期見頂
匯豐研究發表報告指,資本市場將會受惠於中國進一步放寬政策,以及美國利率周期可能見頂,其中銀行業面對淨息差及費用收入的壓力,不過派息前景穩定;保險業面對監管及投資風險。該行偏好港交所(00388.HK)、中金公司(03908.HK)、中信証券A股(600030.SH)及H股(06030.HK),亦看好中國銀行(03988.HK)、交通銀行(03328.HK)、中國財險(02328.HK)。最不看好中國人壽A股(601628.SH)、郵儲銀行A股(601658.SH)及H股(01658.HK)、民生銀行A股(600016.SH)及H股(01988.HK)。 該行指,自9月中旬發表中國金融行業的報告以來,市場的新進展包括企業季績、中央金融工作會議、銀行業資本新規、地方政府政策支援等,因應新的轉變,該行對大中華金融行業的甄選次序依次為資本市場參與者、其次為銀行、最後為壽險。 匯豐相信市場已重整對券商的預期,收費下調及成交低迷的因素已大致反映,交易量及IPO活動已開始改善,相信內地利率下調及美國利率見頂,對資本市場參與者有利,又認為港交所將會受惠政策持續放寬。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account