《大行報告》大摩:擴大滬深港通範圍達共識 重申港交所(00388.HK)「增持」評級
摩根士丹利發表研究報告指,港交所(00388.HK)與上交所及深交所於11月27日共同宣布就擴大滬深港通股票範圍達成共識,將於2021年初生效。當中作為上證180﹑上證380指數成份股的科創板公司,或A+H股公司的A股,將納入滬股通股票範圍,對應的H股則納入港股通股票範圍。另外,通過滬股通買賣科創板股票的投資者擬僅限於機構專業投資者。
大摩表示,截至11月27日北向及南向交易的增量市值分別為650億美元和640億美元,相信初期影響有限,但認為政策是中港兩地市場之間自由資本流動增多的潛在積極信號,隨著時間推移,將有利於港交所交易量增加, 重申「增持」評級,目標價430元。
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