瑞银发表报告，对本港公用股保持乐观看法，尽管近期中美关税紧张局势缓和，且美国通胀数据低于预期或导致美债收益率回落，并重燃下半年美联储减息预期，但全球不确定性依然存在。
该行认为，本港公用股受较高且持续的美债收益率和利率、美元走弱及强劲基本面增长支持。本港公用股的股息较美国10年期国债债息高约100个基点，增强其防御性吸引力。美元走弱为长江基建(01038.HK) 及电能(00006.HK) 提供强劲助力，特别考虑到其在海外的显著敞口。海外受监管公用事业的周期性增长进一步巩固盈利能见度和股息可持续性。
该行首选股为长江基建，其次是电能实业、中电(00002.HK) 和港灯(02638.HK) 。
下表为瑞银对有关股份最新投资评级及目标价：
股份│投资评级│目标价
相关内容《大行》瑞银：宏观不稳下仍对港公用事业股持积极看法 首选长建(01038.HK)目标价73元
长江基建(01038.HK) │买入│73元
电能(00006.HK) │买入│70元
中电(00002.HK) │买入│74元
港灯(02638.HK) │买入│5.8元→6元
(fc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-19 12:25。)
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