《大行報告》摩通上調富途(FUTU.US)評級至「增持」評級 受惠市場周期性復甦
摩根大通發表研究報告指,富途(FUTU.US)過去兩個月股價累跌25%,跑輸同期標普500指數表現,相信股價疲軟主要是由於該公司去年第三季業績遜預期,以及市場憧憬今年起減息,導致淨利息收入面臨下行風險。
摩通認為投資者擔憂過度,因預期只有一半淨利息收入與利率走勢較高相關性,同時預期淨利息收入下行空間將部分被交易量提升所抵銷。
該行看好富途海外擴張佈局,以及今年可能推出加密貨幣業務,預料對客戶量及資產管理規模增長有幫助,目標價維持64美元,將投資評級由「中性」上調至「增持」。
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