《大行報告》大摩:本港與內地ETF互掛獲批 料對港交所(00388.HK)影響正面
摩根士丹利發表報告表示,香港證監會公布認可兩隻在香港與內地交易所買賣基金(ETF)互掛計劃下的ETF在香港聯交所上市,這兩隻ETF透過人民幣境外合格機構投資者(RQFII)身份分別將其資產的至少90%投資於一隻獲中國證監會批准且目前在深交所上市的ETF。同時,中國證監會批准兩隻ETF在深交所上市。它們透過合格境內機構投資者(QDII)的資格,分別將其資產的至少90%投資於一隻獲香港證監會認可且目前在聯交所上市的ETF。
該行相信上述消息對港交所(00388.HK)旗下中港資本市場互聯互通計劃影響正面,可深化內地與香港的資本市場合作。
該行稱,雖然上述兩隻在香港與內地交易所買賣基金(ETF)交投額初始相對有限,但相信今次是有關當局未來進一步開放更多產品互聯作出揭幕行動。大摩維持港交所「增持」評級及目標價430元。
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