《大行報告》傑富瑞料恆指未來六個月或上試三萬點 料受惠新經濟股上市等
傑富瑞發表研究報告指,在投資者拋售貨幣基金及美元時,另一方面新經濟股上市熱潮正在推動恆生指數表現,預期恆指未來六個月或上試30,000點。
該行指,香港及澳門是美國及中東地區以外最受美元匯率波動影響的市場,在近期美元下跌及美國超低利率的情況下,全球投資者抽調現金,特別是港股各板塊正值低迷,或吸引大量資金湧入香港。
適逢中概股回流作第二上市,刺激資金流入,傑富瑞預期,二次上市企業及具有同股不同權架構的創新型企業將改變恆指的結構;又指出中國宣布對香港實施國安法的消息公布後,恆指不跌反升,升幅達約7.8%,認為恆指有部分成分股多數收入來自內地,未能再反映當地實際市場變化。
該行估計,有31隻已在美國上市的中概股有條件可在2020至2021年內在港作第二上市,預期關注深圳及港澳地區經濟結構發展的投資者,可關注恆指大灣指數,將香港的評級向上調整「看好」,並將滬深300的權重下調至「適度看好」。
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