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，而房地产市场不太可能快速复苏。银行业界亦指出零售客户市场情绪改善，对招行(03968.HK) 及富途(FUTU.US) 尤为正面。
对中国金融股而言，该行继续偏好低波动高息股，如工行(01398.HK) 及建行(00939.HK) ，同时偏好富途及招行等高质素增长股。房地产业方面，继续对华润万象生活(01209.HK) 持正面看法，开发商则喜欢华润置地(01109.HK) 及中海外(00688.HK) 。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-13 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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