摩根大通预料，3月5日全国人大会议将继续实施宽松政策，将推出支持收入、消费和社会福利的政策措施。
该行指，在内房方面，国营企业销售额胜于私人企业，今年1 月、2月土地储备年增率分别升40%及34%，随后新开工将增加，自去年第四季以来，房地产市场稳定迹象明显。该行指，视华润置地(01109.HK) 、中国海外发展(00688.HK) 、龙湖(00960.HK) 等均为行业首选。
摩通又指，在内银方面，FINRA发布的2024年第四季数据显示，国有银行和附属银行的财务指标保持稳定，其中表现优异的银行将净利润增长归因于融资成本降低和资产品质改善。即使资产品质有所改善，但城乡银行的利润尚未增长。摩通表示，视建设银行(00939.HK) 、中国工商银行(01398.HK) 及招商银行(03968.HK) 等均为行业首选。(ca/k)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)
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