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《大行報告》中金:中概股退市尾部風險暫時消除 回歸港股仍是主要趨勢
阿思達克 12-19 11:46
中金發表報告指,中美審計監管合作取新進展,中概股退市尾部風險暫時消除,回歸港股仍是主要趨勢。 美國上市公司會計監督委員會(PCAOB)確認在2022年度可以獲得對內地以及香港的會計師事務的無約束審查權限,進而撤銷其於2021年底公布的對於相關事務所無法進行審查的決定。 中金認為,短期而言,當前監管進展有助於改善風險偏好,支撐當前港股與中概股的情緒與估值修復。經過近期反彈,除了部分技術指標顯示短期超買和獲利回吐壓力外,港股依然跑輸全球整體市場、估值也依然處於低位。此次中概股監管積極進展為持續多年懸而未決的退市風險服下了一顆定心丸,有望持續推動投資者風險偏好修復,從而支撐估值修復。 該行指,目前市場若出現短暫休整甚至盤整也可以理解,但這或也難以扭轉已經形成的修復趨勢,市場有望在波折中上行,只不過更多的上漲空間有賴盈利進一步修復。
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