渣打集团预计15天内跑赢大市

中金公司
11 Apr

**核心观点:渣打集团短期估值具吸引力**摩根士丹利发布研报指出,渣打集团(02888)在未来15天内有望跑赢大市。这一判断基于近期股价因全球贸易不确定性而出现回落,使得其短期估值更具吸引力。此外,分析师认为,美国贸易政策的差异化调整可能缓解市场对渣打的压力,预计这一情境发生的概率超过80%。基于此,摩根士丹利给予渣打“增持”评级,并设定了112港元的目标价。**短期波动源于外部压力**渣打集团...

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