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《大行報告》瑞信:中芯(00981.HK)往科創板上市、內地研新指數及批ETF 可撐半導體股再升
阿思達克 07-06 10:56
瑞信近日發表報告,中芯國際(00981.HK)計劃往上海科創板上市於6月19日獲上市委會議通過,雖然投資者早已有所預期,但消息仍支持內地半導體股股價於6月下旬抽升;除了批准中芯發行A股外,內地還於6月19日宣布批准兩隻科技ETF,相信此是另一個主要的催化劑,尤其是對國內投資者而言,因為相關科技ETF自1月21日以來再度批准,認為被動型基金和指數納入會對內地半導體股發揮更大作用。

從中港通數據表明,海外投資者繼續通過計劃增持A股頭寸,6月的還包括了另外三隻A股股票,6月份的所有權數據分析表明,海外投資者增持的小型半導體股多於大型股。

瑞信表示,中證監指正在為A股科創板指數制定新指數,未來或會批新的科創板ETF。中證監也正在加速將A股科技板股票納入中港通,而新的指數、ETF和互聯計劃或可推動內地半導體股進一步上漲。

該行認為,除了中芯國際,還有20多隻內地半導股將會在上海科創板上市。這些雖沒有中芯國際具有同等的戰略重要性,但是相繼掛牌的消息將繼續推動半導體A股的升勢。(wl/u)

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