汇丰研究的报告指,中证监主席吴清最新发表的文章提到当局会加强关注科技及新兴产业以及推动长期投资。该行对此的解读为对IPO及机构投资者加大股票投资的温和正面讯号,偏好港交所(00388.HK) 、平安(02318.HK) 及中金(03908.HK) ,目标价分别为375元、57元,以及21.6元,皆予“买入”评级。
该行指,视中证监最新的讯息为积极支持的姿态,其目的是鼓励更多的资本市场活动,包括来自科技及新兴产业公司,以及在岸及离岸市场的上市和并购。此外,证监会可能引导银行和保险公司推出更多具有长期投资期限的产品。更广泛地来看,若能成功将资本市场的利益与国家经济优先事项对齐,这或将减少对金融机构和民营企业的监管风险。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-25 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.