美银报告指，本港银行同业拆息更长时间低企，有利中电(00002.HK) 及粤海投资(00270.HK) 。该行偏好粤海投资，基于其6.4厘股息率及预测2025至2030年每股派息年复合增长率1%至2%。
该行予长江基建(01038.HK) 及中电“中性”评级，考虑到美十年期国债孳息今年及明年底料升至4.5厘及4.75厘，两股股息率5厘属合理水平。两者之间，该行偏好长建，其于该股更能受惠港元兑美元疲弱及股息上升确定性较佳。
该行上调对粤海投资目标价，由6.5元升至7元，维持“买入”评级。长建及中电目标价分别为54.4元及68.7元。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-10 12:25。)
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