智通财经APP获悉，中信里昂发布研报称，将香港市场比重提升至超配20%，主要考虑因素分别为香港市场与中国市场的相关性降低，容许差异化配置；今年香港IPO市场料将超越2025年的表现，去年IPO及配股集资总额达823亿美元；香港楼市自2021年以来首次录得按年升幅，楼市回暖将带动股市。
此外，香港企业盈利预测自2025年7月起转为正面，在亚太区仅次于日本、韩国及中国台湾；香港股市估值相对区内同业具吸引力，市盈率为16.7倍，略低于35年平均值17.2倍；除中国及东盟市场外，香港市场距离历史高位最远，具追落后潜力。
该行提及首选荐股包括万洲国际(00288)、友邦(01299)、港交所(00388)、新地(00016)、长和(00001)、创科实业(00669)及银娱(00027)，上述公司均获“优于大市”评级。其中，万洲国际更为该行“高度确信”股票。
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