《大行》摩通:奇富科技(QFIN.US)股东回报前景不明朗 降目标价至16美元

阿斯达克财经
Jan 28

摩根大通发表研究报告指,日前与奇富科技(03660.HK) 管理层交流,管理层透露预期净费率(Take Rate)将从2025年首三季的4.8%,下降至2026及2027年的约3%至4%,主要受到监管政策收紧的影响,包括所有贷款年化利率上限为24%,以及最迟2027年底前将小额贷款公司综合融资成本压降至1年期贷款市场报价利率的4倍以内,摩通预期或导致奇富科技录得亏损。摩通又指,管理层已收回将70%...

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