《大行報告》大摩:內地券商股仍有上升空間 料A股跑贏H股
大摩發表的研究報告指,券商股近期回升主要因為首季優先認購風險有所消化,令A股流動性壓力趨向溫和,該行估計步向7月1日在岸投資者的氣氛將有所改善。
該行認為A股券商升幅將跑贏H股券商,因為受在岸流動性收緊影響,A股今年以來跑輸H股約13個百分點,此外現時就券商在財富管理方面的進展亦有積極討論,認為在岸投資者較欣賞相關因素。大摩較為喜歡中信証券(06030.HK)A/H股、中金公司(03908.HK)及東方財富(300059.SZ),認為將有進一步的上行空間,而前兩者或有更多上行空間,中信証券目標價22.8元,中金公司目標價26.5元,評級均為「增持」。(el/u) ~
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