智通财经APP获悉，摩根大通发布研报称，给予中金公司(03908)“增持”评级，目标价由21.2港元升至24港元。
该行重新覆盖中资券商股并予正面看法，认为业务势头强劲、监管环境利好及估值不高，带来具吸引力的买入机会。该行指出，A股及H股券商目前估值低于长期平均水平，而且市场对今年日均成交额(ADT)预测过于保守，料于4月公布的首季业绩，将成为板块重新评级的关键催化剂。
该行的行业首选为中金公司(03908)，认为中金是IPO及机构业务复苏的主要受惠者，该行亦预期东方财富(300059.SZ)、招商证券(06099)及银河证券(06881)在2026年第一季存在上行空间。
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