中银国际发表中国市场报告该行认为香港金管局卖出美元兑换港元对香港股市的影响较小因这些资金主要风险偏好较低专注于高利率存款

智通财经
Aug 08
中银国际发表中国市场报告该行认为香港金管局卖出美元兑换港元对香港股市的影响较小因这些资金主要风险偏好较低专注于高利率存款。中银国际指香港股市流动性仍然充裕2025年7月平均每日成交额达2,629亿港元按年增长167%。截至8月6日8月至今的平均每日成交额达2,335亿港元仍处于历史高位。该行预测恒生指数将于今年12月底达到27,500点相当于今年预测市盈率12.3倍较过去20年平均预测市盈率溢价5%。南向交易今年以来录得8,332亿元人民币的净流入按年增长109.8%。中银国际预测2025年内地-香港南向交易净流入将达1.2万亿元人民币高于2024年的7,440亿元人民币及2023年的2,894亿元人民币。

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