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大摩:料港交所(0388.HK)將受惠內地金融政策 予目標價270港元
格隆匯 05-15 17:15

摩根士丹利發表研究報告指,人民銀行聯同銀保監會、中證監及國家外匯管理局早前發表了《粵港澳大灣區發展規劃綱要》,其中包括了26項具體措施,以加深廣東、香港及澳門之間的金融聯繫,相信港交所(0388.HK)將會受惠。該行予港交所目標價270港元,評級為“增持”。

大摩表示,規劃綱要中,支持港交所的主要措施有促進跨境資金池,允許人民幣兑換;探索建立跨境理財產品銷售;允許證券公司開展跨境業務等。

該行認為,有關措施將使香港及內地市場之間的資本流動範圍更廣,並吸引新的參與者進入市場。隨着更多散户投資者及需求增加,將推動港交所的日均成交量及衍生產品業務。

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