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《大行報告》大摩料2030年人民幣於全球儲備資產佔比升至一成 看好A股、港交所及中金公司
阿思達克 09-04 10:40
摩根士丹利發表的報告指,預期隨著人民幣國際化加快,未來十年將有3萬億美元的資金流入中國,料到2030年人民幣將佔全球儲備資產的一成,看好A股、港交所(00388.HK)及中金公司(03908.HK)。

該行指出,看好A股主要因為料市場可受惠中國三個推動本地經濟循環的舉措,包括是都市化2.0、科技本地化及人民幣資產國際化等,短期將繼續增持中國市場,在較牛的情景目標中,滬深300指數有11%的上行空間。

另外該行亦看好港交所表現,估計香港在促進中國市場及國際市場交易具重要角色,估計亦會受惠中概股在港第二上市以及新股上市等,而流動性亦會繼續自中國及國際市場流入,另外衍生品擴張亦會帶來幫助,予港交所目標價430元。

而中金公司方面該行亦看好,主要認為公司可直接受惠資本市場改革,而收入來源亦會擴闊,加上亦會有新業務的機遇,料未來三年將為公司帶來最多25%的額外盈利支撐,大摩維持中金公司為該行首選,認為中金在新經濟企業及跨境業務上較強,相信在資本市場改革下將有較多上行空間,而A股IPO亦會成為催化劑。

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