You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》花旗:內地降A股印花稅等措施 料中金(03908.HK)及中信証券(06030.HK)可受惠
花旗發表報告指,內地下調A股印花稅,以及中證監宣布一系列措施提振市場氣氛,在7月的政治局會議後,市場早已期待下調印花稅等措施,但上星期公布的刺激方案中仍未提及,雖然措施最終較預期遲一周才出台,但仍然給予市場強烈訊息,顯示最高領導層要刺激資本市場活動,相信對內地券商有利。 報告指出,下調印花稅將會降低投資者的交易成本,在短期內有助提升A股交易量,一些對每日平均成交量敏感的券商股將會受惠,不過以往經驗反映,正面影響在15個交易日內趨向回落,六個月內完全淡化,所以單靠下調印花稅,長遠難以提振A股表現,而降低融資保證金等措施,就有助帶動資金流入股市。 該行認為,在內地券商股中,最受惠於新措施的股份包括:對每日成交量回升較為敏感的東方財富(300059.SZ);在機構投資及資本基礎方面的行業龍頭,包括中金(03908.HK)及中信証券(06030.HK);對收費下調受累較少的股份,包括中金、中國銀河(06881.HK)及華泰(06886.HK)。當中該行首選為華泰A股(601688.SH)及中金。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account