大行評級|高盛:上調A股全年日均成交增長預測 上調中金、中信證券、廣發證券目標價
高盛發表研報指,在去年9月底的中央政策刺激後五個月,A股日均成交量(ADTV)急增至1.9萬億元,交易量呈現強勁的上升勢頭,主要由於人工智能主題推動的資本流入和成交量增加;ETF持續激增提升市場交易量。因此,該行將今年全年ADTV的按年增長預測由15%上調至22%,至於券商的多條業務線亦將從中受益。
高盛提及,中金公司、中信證券、廣發證券年初至今的A股及H股平均回報率僅分別爲負3%及正6%,故認爲仍有不錯的上行潛力,預計上述三間覆蓋券商的A股及H股平均上行潛力將分別爲18%及5%。該行對中金公司的目標價從14.68港元上調至16.47港元,維持“買入”評級;將中信證券的目標價從18.34港元上調至20.68港元,將廣發證券的目標價從9.93港元上調至11.18港元,均維持“中性”評級。
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