《大行》汇丰:本港公用股最偏好中电(00002.HK) 下调电能(00006.HK)评级至“持有”

阿斯达克财经
Jul 02, 2025

汇丰环球研究报告指,本港公用股在市场波动下展示韧性,股息及美十年期国债孳息差距收窄至2020年以来最少,受基本因素改善推动。该行相信有关息差或进一步收窄,因内地南向投资者继续增持,尤其具较高派息增长潜力股份。南向资金于本港公用股持股占比由去年6月的0.5%至2.2%,增至截至上月25日的1.5%至7.5%。该行最偏好中电(00002.HK) ,其次为长江基建(01038.HK) ,两者受惠本港银行...

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