大行評級|美銀:維持港交所“買入”評級 受強勁日均成交及港股表現支持
美銀證券發表報吿,指港股近期在科網股帶動下走高。該行亦留意到港股日均成交由去年12月及今年1月的分別1420億及1440億港元,升至2月至今的1910億港元。強勁的日均成交及港股表現都明顯支持港交所,維持“買入”評級,目標價349港元。
該行提及南向資金自2022年起有逢低入市及趁高沽貨的往跡。即使1月港股疲弱,南向資金錄得2022年以來最強的1月淨流入,達1260億港元。本年至今北水佔港股日均成交約20%至24%,去年平均為18%。踏入2月,該行留意到北水流入放緩,同時外資開始加倉中國。
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