格隆汇11月22日|建银国际发表研究报告指,自9月中旬以来,内地券商股明显跑赢MSCI中国指数。建银国际首选中信证券、HTSC及中国银河,认为这些公司正处于较有利的位置,可从A股的任何上行惊喜中获利。基于基本面及市场流动性正在改善,A股出现上升的可能性正在上升。该行将2024年日均交易额预测由原先9300亿元上调至1.07万亿元,意味今年余下时间A股日均成交达1.7万亿元。该行上调内地券商股目标价介乎33%至100%,以反映高涨的市场情绪,又将受覆盖券商股2024至26年盈利预测调高介乎13%至15%。
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大行评级|建银国际:券商股首选中信证券、HTSC及中国银河 可从A股上行惊喜中获利
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