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...
Source Link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...
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