《大行》大摩料香港电讯(06823.HK)未来30日股价逾八成机会跑赢大市 评级“增持”

阿斯达克财经
Apr 07, 2025

摩根士丹利发表技术研究报告,相信香港电讯-SS(06823.HK) 股价将于未来30日跑赢大市,发生的概率超过80%。美国10年期国债孳息率在过去几个月一直是该股的主要驱动因素。而当美国宣布加征关税及中方作出回应后,美国10年期国债孳息率曾一度低于4%的心理关口。该行认为,孳息率走低应能利好香港电讯股价。此外,该行指贸易战带来的不确定性和避险情绪,应进一步对香港电讯的股价有利,因该股为防御性股份,...

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