金吾财讯 | 摩根大通发研报指,江苏宁沪高速公路(00177)H股自3月初以来上涨约20%,大幅跑赢恒生国企指数同期的表现,其A股同期温和上涨7%。该行指,此轮涨势源于政策面利好,预期相关草案将完善收费公路资产监管框架、提升投资吸引力;另因贸易不确定性下市场转向优质高息股的情绪升温。该行预期,江苏高速H股将保持稳健盈利增长,2025-2026财年预测股息率达5.1%,在当前香港利率环境下具显着...
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