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大摩：港股估值仍有10%至15%下調空間 料「國家隊」維穩偏好A股

Future Wealths
Future Wealths
26 10 月, 2026
One Min Read
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摩根士丹利發表報告指出，信託稅引發的拋售憂慮、電商平台受壓、宏觀經濟轉弱及環球市場波動加劇，均令中國股市的估值調整加快。按歷史估值低位推算，恒生指數與MSCI中國指數仍有10%至15%的估值下調空間，惟「國家隊」護盤跡象增多，該行仍偏好A股。

原文: https://finance.mingpao.com/fin/instantf/20261026/1793008925661/%E5%A4%A7%E6%91%A9-%E6%B8%AF%E8%82%A1%E4%BC%B0%E5%80%BC%E4%BB%8D%E6%9C%8910-%E8%87%B315-%E4%B8%8B%E8%AA%BF%E7%A9%BA%E9%96%93-%E6%96%99%E3%80%8C%E5%9C%8B%E5%AE%B6%E9%9A%8A%E3%80%8D%E7%B6%AD%E7%A9%A9%E5%81%8F%E5%A5%BDa%E8%82%A1%22%20target=%22blank

Last Update: 26 10 月, 2026

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