摩根大通发表研究报告指，中央明确表明今年的地方政府专项债券中有部分会用于消化地方政府拖欠的企业账款，政策正逐步落地，湖南省新增专项债务1,465亿元人民币中，有200亿元人民币指明将用于解决拖欠企业账款，预料未来会有更多地方政府将跟随，有助缓解企业资产质量风险，对内地银行股价表现有利。
假设盈利增长预测未获大幅上调，摩通预期内银仍处于股本回报率扩张阶段，股价表现料主要受到股息回报的支持，目前首选股为建行(00939.HK) ，认为建行在一众国有银行中基于股息溢价的潜在上行空间最大，给予“增持”评级，目标价为7.9元。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-16 16:25。)
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