《大行》摩通:内地金融偏好工行(01398.HK)建行(00939.HK) 内房喜欢华润万象生活(01209.HK)中海外(00688.HK)润地(01109.HK)

阿斯达克财经
Feb 14, 2025

摩根大通表示,该行分析员近日到访中国及参加中国机遇论坛,期间与多间金融机构及房地产专家会面,结论支持该行对内银股的正面看法,尤其是高息股。该行指,保险公司及银行财富管理产品将增加配置股票,相信对高息股偏好较高,尤其对财富管理产品经理而言,更偏好低波动性产品。此外,受净息差收窄减少、更佳费用收入增长及资产质素温和改善支持,国营银行致力今年盈利增长。宏观经济增长展望不确定令银行拒绝加快贷款增长,而...

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