《大行报告》杰富瑞料蚂蚁延上市不会影响中港市场长线前景 重申恒指目标三万点
杰富瑞发表研究报告指,蚂蚁集团(06688.HK)叫停上市计划,似乎是由於当局对线上小额贷款业务监管趋紧所致,由於蚂蚁拥有众多金融牌照和不同实体,重新审视监管细节需时,预期短期内不太可能重启招股。
但该行相信,香港金融市场蓬勃发展,内地金融科技行业亦持续扩张,相信低迷的市场不会持续很长时间,并指出,「双十一」即将来到,预期投资者将转为重新关注拼多多(PDD.US)、阿里巴巴(09988.HK)及美团(03690.HK)。此外,该行亦认为,人民币强势及全球贸易反弹下,将利好周期性股份,例如内地航空股及航运股;并看好内房、家电及内地汽车股。
杰富瑞表示,仍然看好香港市场,恒指目标水平为30,000点,在全球资产配置中,对沪深300指数持温和正面看法。
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