瑞银研究报告指,尽管近期中美关税缓和,以及美联储下半年减息的预期重燃,但全球不确定性依然持续,该行对香港公用事业股仍持积极看法。报告认为公用事业股受到美国国债收益率和利率更长时间高企,加上美汇走弱和强劲的基本面增长支持;行业的股息收益率较美国10年期国债有收益率高约100个基点,提高了其高防御性的吸引力。另外,美汇走弱有利于公用事业行业,尤其是有大量海外业务的长江基建(01038.HK) 及...
Source Link瑞银研究报告指,尽管近期中美关税缓和,以及美联储下半年减息的预期重燃,但全球不确定性依然持续,该行对香港公用事业股仍持积极看法。报告认为公用事业股受到美国国债收益率和利率更长时间高企,加上美汇走弱和强劲的基本面增长支持;行业的股息收益率较美国10年期国债有收益率高约100个基点,提高了其高防御性的吸引力。另外,美汇走弱有利于公用事业行业,尤其是有大量海外业务的长江基建(01038.HK) 及...
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