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大和:重申港交所(0388.HK)目標價307.8港元 評級“買入”
格隆匯 11-29 11:40

大和發表研究報告指,阿里巴巴(9988.HK)在11月25日在香港上市,預示香港股市有望成為對全球科網股投資者更為重要的前景。該行重申港交所(0388.HK)目標價307.8港元,以及“買入”評級。

大和表示,香港市場現時有4間國際新經濟企業上市,預計阿里巴巴的上市將進一步推動香港市場的發展,未來將會有更多的二次上市及新上市的企業進入香港市場。阿里巴巴、騰訊(0700.HK)、小米(1810.HK)及美團(3690.HK)的總市值為8000億美元,相信將顯著加強香港市場對全球投資者在新經濟股票的重要性。

同時亦注意到,目前有數家內地的大型科網股在美國上市,認為香港市場將會吸引這些企業來港二次上市,尤其是同股不同權企業。該行相信,香港市場的日均成交量具很大的上升空間,這些企業將推動香港的日均成交量。

該行認為,儘管香港近期社會動盪,但香港市場的結構性因素仍然保持積極不變。

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