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普信料阿里(09988.HK)來港或吸引其他企業在港第二上市 近月示威未對市場有大影響
阿思達克 11-27 11:51

普信亞洲機會策略基金經理Eric Moffett出席記者會時指出阿里巴巴(09988.HK)成功在港第二上市是重要的里程碑,而港交所(00388.HK)亦表明歡迎其他企業來港,故認為明年或可見到更多企業仿傚阿里來港第二上市,至於新的IPO是否選擇在港進行則仍要視乎估值方面的考量,故較難預見。他續指,香港持續數月的示威並未對市場帶來大影響,認為全球只有數個國際金融中心,故短期內亦不認為會有轉變。

他又指現時內地股市仍然由零售投資者主導,相信情況短期不會改變,但認為轉變正在進行中,留意到一些內地上市的藍籌科技股的外資持股亦有增加,部分更觸及30%的限額,故認為雖未來零售投資者仍為主導,但外資參與亦會增加。

而普信亞洲信貸債券策略副基金經理陳兆德則預期,內地債務違約情況將有所增加,而情況亦不局限在特定行業,但相信當局對違約的容忍度亦將提升。 ~

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