港铁公司今日盘中股价大跌7.23%，市场波动显著。
消息面上，美银证券发布研究报告，对港铁公司给出负面评价。报告指出，港铁去年核心利润按年下跌4%，虽然派息保持稳定，但庞大的铁路资本开支计划预计将限制其短期派息上升空间。同时，由于香港家庭收入增长缓慢，今年票价上调的可能性较低，预计2026财年香港铁路业务的利润率将继续承压。美银认为港铁估值吸引力不足，因此维持“跑输大市”评级，并给出27港元的目标价。这份负面报告直接引发了市场的抛售情绪。
美银的报告进一步分析了港铁面临的挑战，包括利润增长放缓和资本支出压力，这些因素共同导致了投资者信心受挫，从而在盘中引发股价大幅下跌。
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.