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大行評級|摩根大通:對券商行業保持審慎看法 列中國銀河及中信證券為首選股份

摩根大通發表研究報吿指,中國證監會上週五公佈五項資本市場對港合作措施,以及16項支持資本市場服務科技企業的高水平發展措施,包括改進科技企業上市融資環節,以及互聯互通擴容等。

摩通表示,對於當局進一步擴大滬深港通適用範圍,以及支持產業龍頭企業來港上市持正面看法,但相信措施在短期內不會帶來顯著的收入增長推動作用,因此或未能抵銷國內券商業務負面影響,目前對該行業保持審慎看法,列中國銀河及中信證券為首選股份,均予“增持”評級,目標價7.5港元及18.3港元。

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