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《大行报告》摩通:本港地产股超卖 继续看好长实集团(01113.HK)、新世界(00017.HK)及嘉里(00683.HK)
阿思达克 05-29 15:43
摩根大通发表研究报告指,近期中港地产股遭到无差别抛售,认为本港地产股於五个交易日内股价下跌10%已属超卖,继续看好长实集团(01113.HK)、新世界(00017.HK)及嘉里建设(00683.HK),均予以「增持」评级,目标价分别为12.8元、75.5元及25.5元。

摩通称,美国国务卿蓬佩奥日前表示不保证香港值得继续享有美方给予的特殊待遇,预期最受打击将是出口业,或需应用与中国同等的更高关税,但指出香港只有1%产品为直接出口,去年直接出口额约480亿港元,其余99%均为转口货物,相信实际影响不大,认为中美关系紧张对香港经济影响更甚。

投资者或忧虑《美国香港政策法》法案实施将阻碍美元对港元自由汇兑,但该行认为在不损害美元信誉下,技术上难以实施。摩通续指,香港目前外汇储备有约3.4万亿港元,约为其全部货币基础的2倍,指出与美元挂钩的可持续性将取决於是否有可观的资本流动,因此更着眼於潜在的资金外流。

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