《大行》摩通重申中金(03908.HK)为中资券商股首选料H股短期表现或跑赢A股

阿斯达克财经

昨天

摩根大通发表研究报告指，中金公司(03908.HK) 宣布计划以换股吸收方式合并东兴证券(601198.SH) 及信达证券(601059.SH) ，根据拟议换股比例及最新收市价计算，摩通预期在A股市场可能出现买入东兴证券及信达证券、沽空中金A股的套利行为，因此相信中金H股短期内表现可能跑赢中金(601995.SH) A股。

摩通指，11月19日至今该行覆盖的H股券商股股价平均上升0.2%，对比同期恒指下跌约1%，目前预期中金H股可能跑赢同业，继续列为中资券商板块的首选股，评级“增持”，目标价21.2港元。该行指出，香港新股市场回暖，加上更有利的市场环境，应对未来12个月的费类收入及投资收入构成利好，预期中金H股市账率将趋向均值，潜在的并购消息及市场消息都可能成为左右未来12个月股价表现的因素。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-18 16:25。) (A股报价延迟最少十五分钟。)

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