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高盛:升中资券商股目标价 看好中信建投(6066.HK)等
格隆汇 09-06 14:45
高盛发表研究报告,调高对内地券商股的目标价,以反映盈利预期的调升,除了A股上升外,预期资本市场改革、创科投的收入亦会于第三季入账,相信中信建投证券(6066.HK) 、中金公司(3908.HK) 、中信证券(6030.HK) 、华泰(6886.HK) 可继续受惠科创版的上市及投资银行业务收入,予“ 买入 ”评级,看好海通证券(6837.HK) 及广发证券(000776.SZ)的估值吸引,亦予“ 买入 ”评级。
过去数月,A股市场受限于贸易摩擦的影响,不过因应中国政府开始有推出宽松财政及货币政策的讯号,故升下半年沪深300指数目标10%,并将券商股的纯利预期调升16%,相等于下半年纯利按年升74%。

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