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大灣區受惠股有哪些?瑞銀財富管理列出八隻

瑞銀財富管理投資總監辦公室香港股票主管李智穎發表報告,指《粵港澳大灣區發展規劃綱要》出台,列出各城市的角色:香港發展成國際金融中心、澳門成為國際旅遊城市、深圳成為科技中心、廣州成為行政中心,另外七個廣東城市透過區域合作支持整個大灣區發展。
透過核心城市的優點,大灣區將定位為金融及創新中心。瑞銀財管相信,透過運用現時基建、科技發展及已建立的金融生態圈,大灣區將成為中國推動經濟及科技進步的強大平台。
瑞銀財管稱,城市協調是核心。《綱要》強調主要城市之間的連接及合作。該行料科研、融資/集資及勞動市場將有合作。即使《綱要》未帶來即時效益,但長遠來說,料為金融、博彩、科技及地產行業帶來效益。
報告稱,考慮大灣區經濟潛力,料未來十年,大灣區整體經濟增長將跑贏內地其他核心經濟區。大灣區金融業料受惠於資金及貿易流增加,以及融資需求上升。同時,連接加強、人口增長加快,以及居民收入上升,料刺激住屋、高端消費及金融產品需求。澳門方面,娛樂業料向好。
瑞銀財管表示,香港作為大灣區科技企業融資者的角色,料支持港交所(0388.HK) 。此外,友邦保險(1299.HK)、中國平安(2318.HK) 及中銀香港(2388.HK)料受惠中國在岸及離岸金融服務需求上升。
此外,報告指,將大灣區發展成世界級科技及創新中心的願景,料提振內地科板塊,坐落大灣區的騰訊(0700.HK)料首先受惠。住屋需求料支持時代中國(1233.HK)及龍光地產(3380.HK)發展,另銀河娛樂(0027.HK)料受惠博彩需求上升。
另《綱要》提出政策目標,鼓勵大灣區人員流通,及更多人走進大灣區。瑞銀財管料區內住宅及商業物業需求持續上升。由於城市間物業價格差距巨大,長遠而言,四大核心城市(港澳深穗)旁邊城市的樓價看俏。舉例,東莞平均樓價不及深圳三分之一,較低的樓價水平或吸引從深圳流向東莞。長遠而言,料該等衛星城市樓價將追近核心城市。
報告指,比較全球主要灣區,大灣區人口最多,地域最廣,但人均生產總值最低。隨著經濟持續增長潛力,料大灣區樓價跑贏內地其他地區。
整理:Nowwwhat Editorial