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《大行報告》美銀證券:下調股票印花稅對成交影響有限 維持港交所(00388.HK)「買入」評級
阿思達克 10-26 15:32
美銀證券發表報告指,政府將股票印花稅由0.13%下調至0.1%,屬市場預期之內,不認為單靠下調印花稅能夠持續支持市況,因為成交減少並非交易成本過高導致,維持今明兩年日均成交分別1,050億元及1,000億元的預測不變,維持港交所(00388.HK)「買入」評級,預期內地會推出更多刺激措施,改善市場氣氛及幫助交投增加,目標價338元。 投資者關注香港政府會否仿傚中央匯金入市,但美銀指,現時情況與1998年8月港府入市時不同,當時恆指由1997年高位下跌60%,而恆指由今年高位只跌25%,而1998年面對的沽空情況,是直接入市的清晰誘因,而現時資金外流下,直接入市不一定在短期內勝出,而若果不能在短期取勝,成本就會比預期更高。
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