《大行报告》大摩:本港与内地ETF互挂获批 料对港交所(00388.HK)影响正面
摩根士丹利发表报告表示,香港证监会公布认可两只在香港与内地交易所买卖基金(ETF)互挂计划下的ETF在香港联交所上市,这两只ETF透过人民币境外合格机构投资者(RQFII)身份分别将其资产的至少90%投资於一只获中国证监会批准且目前在深交所上市的ETF。同时,中国证监会批准两只ETF在深交所上市。它们透过合格境内机构投资者(QDII)的资格,分别将其资产的至少90%投资於一只获香港证监会认可且目前在联交所上市的ETF。
该行相信上述消息对港交所(00388.HK)旗下中港资本市场互联互通计划影响正面,可深化内地与香港的资本市场合作。
该行称,虽然上述两只在香港与内地交易所买卖基金(ETF)交投额初始相对有限,但相信今次是有关当局未来进一步开放更多产品互联作出揭幕行动。大摩维持港交所「增持」评级及目标价430元。
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