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大行評級丨大摩:相信工商銀行股價未來60天有60%至70%概率上漲 目標價6.9港元
摩根士丹利發表研究戰術觀點,相信工商銀行股價可能在未來60天內上漲,估計此情景發生的概率約爲60%至70%,對其評級爲“增持”,目標價6.9港元。大摩預計,存款利率超預期下調將支持淨息差,抵銷貸款市場報價利率(LPR)適度下調的負面影響。政策方向明確轉向支持銀行淨息差,伴隨更理性的信貸增長和更穩定的利率環境,應有助於穩定淨息差,甚至推動淨息差逐步反彈。該行認爲工行具備吸引力的回報機會,股息收益率達6.2%。
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