瑞銀:料濠賭股、香港零售股等可受惠大中華地區逐步放鬆過境限制
瑞銀髮表吿表示,就香港特首昨公佈本月15日將推出“來港易”計劃,採配額安排容許身處內地和澳門的非香港居民,只要符合計劃的指明條件,入境香港時獲豁免檢疫,該行認為“來港易”計劃不會對內地旅客來港造成短期“立竿見影”的影響,但發展方向屬正面。
該行指,港府雖推出“來港易”計劃,但計劃並非完全雙向的,這意味着從香港返回內地的旅客仍需遵守隔離規定。同時港府將於今日恢復“回港易”計劃,允許來自內地和澳門的香港居民無需隔離即可返回香港,雖然該行預計到訪香港的內地遊客人數不會大幅增加,因受回程的配額及相關檢疫措施限制,但認為這對增加大中華地區的人流的流動性具有方向性的積極影響。
該行預計,隨着新冠疫苗接種率的上升,香港與內地進一步的邊境放鬆將是漸進的。將從大中華地區重新放寬過境限制中受益的行業包括香港零售業、澳門博彩股和友邦(1299.HK)。
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