大行評級|大摩:金融系統迴歸審慎發展有利於資本市場 香港市場可望率先受益
摩根士丹利發表報吿指,近期一系列正面消息顯示金融系統迴歸審慎發展模式,有利於資本市場,料香港市場可望率先受益。更多開放措施、香港與內地的市場聯繫、更具包容性和多元化的A股IPO改革,以及可能加快的融資步伐,都是正面指標。該行預期中金公司將繼續實現ROE復甦和估值重估;富途的客户資產流入和交易活躍度,將受益於香港市場的強勁趨勢;中信證券若IPO步伐加快且對衍生品和賣空的限制放鬆,可加速在內地的市場份額增長。
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