摩根大通发表研究报告指,虽然香港地产股业绩普遍优于预期,但展望第二季,摩通认为该板块亦难以完全避开近期中东冲突带来的宏观不确定性,主要忧虑为可能加息,不过该行目前基本情境仍假设利率不变直至2027年第一季。虽然香港住宅市场自战争爆发以来影响轻微,但该行在选股上正偏向防守性。因此,将长实集团(01113.HK) 评级上调至“增持”,因其即将转为净现金状况,目标价由48.5元升至52元。同时,该行将对...
Source Link摩根大通发表研究报告指,虽然香港地产股业绩普遍优于预期,但展望第二季,摩通认为该板块亦难以完全避开近期中东冲突带来的宏观不确定性,主要忧虑为可能加息,不过该行目前基本情境仍假设利率不变直至2027年第一季。虽然香港住宅市场自战争爆发以来影响轻微,但该行在选股上正偏向防守性。因此,将长实集团(01113.HK) 评级上调至“增持”,因其即将转为净现金状况,目标价由48.5元升至52元。同时,该行将对...
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