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《大行報告》大摩:美10年期債息回升 列出十大高負面敏感度中港股份
摩根士丹利發表報告指,美國十年期國債債息見底,由近期1.19%的低位回升至目前的1.33%,估計至今年底債息將進一步上升至1.8%。 大摩列出對美國十年國債債息上升的十大高負面敏感度中港股份,包括比亞迪(01211.HK)、世茂服務(00873.HK)、合景悠活(03913.HK)、福耀玻璃(03606.HK)、衆安在線(06060.HK)、華虹半導體(01347.HK)、舜宇光學(02382.HK)、復星醫藥(02196.HK)、中銀航空租賃(02588.HK)及中國南方航空(01055.HK)。除比亞迪評級爲「減持」外,其餘評級均爲「與大市同步」。
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