摩根大通发表研究报告指出，上周五(30日) ，长和(00001.HK) 股价下跌4.6%，原因是巴拿马最高法院裁定长和在巴拿马的港口特许经营权违宪。由于相关讨论自2025年初已经开始，摩通认为，此结果并不令人意外，影响本身有限，因为这两个港口仅贡献长和少于1%的EBITDA。虽然新闻标题看似负面，但该行认为这未必会破坏1,100亿港元的全球港口出售计划。事实上，这两个巴拿马港口是全球港口出售计划中...
Source Link摩根大通发表研究报告指出，上周五(30日) ，长和(00001.HK) 股价下跌4.6%，原因是巴拿马最高法院裁定长和在巴拿马的港口特许经营权违宪。由于相关讨论自2025年初已经开始，摩通认为，此结果并不令人意外，影响本身有限，因为这两个港口仅贡献长和少于1%的EBITDA。虽然新闻标题看似负面，但该行认为这未必会破坏1,100亿港元的全球港口出售计划。事实上，这两个巴拿马港口是全球港口出售计划中...
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