摩根大通:A股港股波动加剧,建议投资者专注防守型股票!高息股看好华润电力、香港中华煤气,A股看好国电南瑞

和讯网
03 Mar

格隆汇3月3日|摩根大通表示,随着AH股市波动加剧,建议投资者重新专注于防守型股票的策略。对于国企高息股,该行看好华润电力,因为该股受惠于煤炭价格下跌,且估值吸引,2025财年预计市盈率为6倍,收益率预期约为7%。虽然投资者担心电费下调,但该行认为若煤炭价格持续回落,公司可能连续两年实现火电利润率扩张。对于香港高息股,该行看好香港中华煤气,因其将受惠于美国10年期国债收益率近期回落,其收益率差将...

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