智通财经APP获悉，摩根大通发布研报称，年初至今MSCI香港指数(MXHK)以美元计回报达26%，目前该指数未来12个月预测市盈率仍低较10年平均水平低0.3个标准差，令香港成为亚太区内除东盟以外估值最便宜的市场。
小摩今年7月将今年年底MXHK基本及乐观目标分别上调至13,000点及14,000点，假设MXHK相较过去10年市盈率平均水平持平、上升0.5个及1个标准差，2026年底目标将为14,366点、15,522点及16,679点，潜在升幅达8%、16%及25%。
小摩指出，香港自2023年以来复苏趋势较显著，金融市场表现强劲，住宅物业市场趋向稳定，估值相对于历史水平与其他市场不高，认为香港可持续吸引资金流入，对明年持正面看法，首选港交所(00388)、富途(FUTU.US)、银河娱乐(00027)、美高梅中国(02282)、创科实业(00669)、中国建筑国际(03311)、恒基地产(00012)及港铁公司(00066)，并将通讯服务板块评级升至“增持”。
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