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《大行報告》摩通重申港交所(00388.HK)「增持」評級阿里回歸正面
阿思達克 06-03 12:17

報道指阿里巴巴正考慮赴港作第二上市,摩通發表報告指,若成事將可推動港交所(00388.HK)日均成交量22億元,即目前日均成交量之2%,未來亦有望增加阿里於本港上市股份數目,與其相關之期權及窩輪等衍生產品亦有助推動港交所收入。同時,阿里回歸港交所上市亦能起帶頭作用,吸引其他於美國ADR上市的內地企業到港作第二上市。

另外中美關係緊張及內地縮減資本帳盈餘對港交所有利,相信內地資本帳自由化對港交所現金市場及衍生產品交投量有推動作用。該行對港交所維持結構性正面看法,重申「增持」評級,目標價300元。

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