金吾财讯 | 贝壳(02423)股价发力，截至发稿，涨6.5%，报62.25港元，成交额8548万港元。消息面上，近日，贝壳发布公告称，摩根士丹利资本国际公司(MSCI)在环境、社会和管治(ESG)评级中，将公司的ESG评级从“BBB”上调至“A”。国金证券分析指出，当下港股重估、ESG利好、入通利好、行业β逐步企稳、龙头α持续兑现、政策预期等多重利好因素叠加。在此背景下，贝壳作为行业内最强中介平台，有望迎来估值提升与业绩增长的戴维斯双击。该行特别强调，贝壳即将纳入港股通，估值修复可期。3月10日港股通名单进行调整，在考察期内，贝壳不仅满足日均市值条件，且自去年9月末新政出台后，成交额迅速放大，达到总成交额条件，已符合同股不同权公司纳入港股通的要求。一旦成功入通，贝壳股票的流动性将增强，市场关注度会提升，能够进一步扩大投资者群体，吸引更多资金流入。
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.