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《大行報告》大摩:陳茂波稱正極力爭取中概股納入港股通 料支持投資情緒復甦
阿思達克 06-16 13:42
財政司司長陳茂波接受《香港經濟日報》訪問時表示,目前正極力向內地有關部門,爭取容許在港上市中概股納入港股通標的,期望吸引中概股回流香港上市,提升香港資本市場競爭力。 大摩發表報告,表示若在香港第二上市的中概股符合資格納入港股通,這些股票可以從南向投資者獲得額外的流動性支持,這有助維持估值和交易量。 大摩認為,消息應有助於改善市場情緒,但實施過程中的障礙會帶來不確定性,而且大型美國上市中概股因而受惠的方式主要是投資氣氛改善,而非將其投資者基礎由國際投資者轉為內地南向投資者。大摩指,短期內繼續關注中美對美國上市中概股的審計糾紛。 大摩相信,具備立即在香港第二上市資格的中概股的整體表現將優於未能立即符合資格的公司,尤其是那些不符合香港第二上市資格、外資持股比例較高的公司。
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