智通财经APP获悉，瑞银发布研报称，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。该行的行业首选为长江基建集团(01038)，基于其具吸引力的5%收益率以及持有大量海外资产敞口，目标价73港元评级“买入”评级。随后为电能实业(00006)、中电控股(00002)及港灯-SS(02638)，目标价分别为70港元、74港元及6港元(原先为5.8港元)，均予“买入”评级。
报告指，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及电能实业。该集团的海外业务的长期增长，提高了盈利能见度和股息的可持续性。
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