智通财经APP获悉，摩根大通发布研报称，对汇丰控股(00005)及渣打集团(02888)均维持“增持”评级，但在六个月投资展望上更偏好渣打，该行维持汇控目标价122港元，上调渣打目标价由162港元升至168港元。
该行认为，计划私有化恒生银行(00011)对汇丰控股短期影响已反映在股价中，投资者可能在管理层提供更多量化指引前，不会计入长期协同效应。第三季度业绩将成为短期股价的驱动因素，交易费用及香港商业地产敞口导致的信贷成本将是关键变动因素。
另外，渣打股价于10月17日下跌5.1%，跑输恒生指数及汇控分别2.6及3.1个百分点，可能是由于投资者因美国信贷风险事件而采取避险情绪。该行认为，若股价进一步调整，将是买入机会，因渣打对美国市场的直接敞口有限，且近年来加强了风险管理措施，导致风险敞口收缩。此外，金融市场波动可能对渣打第四季度的市场收入构成正面影响。
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