《彭博》引述消息指中国证监会和国家税务总局正在审议香港提交的一项计划,免收港股通股息20%利得税。摩根大通发若计划被采纳,将对港交所(00388.HK) -0.600 (-0.228%) 沽空 $4.39亿; 比率 20.429% 成交量产生重大利好,除交易所外,经纪商和部分银行股亦将受惠,指四大内银中建行(00939.HK) -0.060 (-1.071%) 沽空 $3.98亿; 比率 11.457% 料最受惠。摩通亦列出内银股A股和H股今年股息率差距预测:股份│A股股息率预测│H股股息率预测│H股与A股股息回报差距农行(01288.HK) -0.090 (-2.679%) 沽空 $2.07亿; 比率 13.770% (601288.SH) 0.000 (0.000%) │5.5%│7.3%│1.8%中行(03988.HK) -0.010 (-0.270%) 沽空 $6.30亿; 比率 22.488% (601988.SH) +0.030 (+0.680%) │5.4%│7.2%│1.8%建行(00939.HK) -0.060 (-1.071%) 沽空 $3.98亿; 比率 11.457% (601939.SH) +0.010 (+0.142%) │5.7%│8.3%│2.6%工行(01398.HK) -0.050 (-1.119%) 沽空 $5.90亿; 比率 19.985% (601398.SH) -0.010 (-0.184%) │5.8%│7.7%│1.9%交行(03328.HK) +0.010 (+0.170%) 沽空 $5.90千万; 比率 18.909% (601328.SH) +0.070 (+1.003%) │5.6%│7.3%│1.7%邮储银行(01658.HK) -0.050 (-1.121%) 沽空 $6.31千万; 比率 16.582% (601658.SH) -0.020 (-0.396%) │5.5%│6.8%│1.3%中信银行(00998.HK) +0.010 (+0.210%) 沽空 $1.13千万; 比率 5.720% (601998.SH) +0.080 (+1.122%) │5.4%│8.7%│3.4%光大银行(06818.HK) +0.020 (+0.803%) 沽空 $7.93百万; 比率 13.210% (601818.SH) +0.020 (+0.621%) │5.9%│8.2%│2.4%招行(03968.HK) -0.400 (-1.136%) 沽空 $8.90千万; 比率 12.503% (600036.SH) -0.060 (-0.175%) │5.9%│6.1%│0.3%民行(01988.HK) +0.010 (+0.339%) 沽空 $1.68千万; 比率 6.763% (600016.SH) +0.020 (+0.514%) │5.7%│8.4%│2.7%-------------------------------------------内银平均│5.6%│7.6%│2%--------------------------------------------摩通亦列出对内银股H股投资评级及目标价股份│投资评级│目标价工行(01398.HK) -0.050 (-1.119%) 沽空 $5.90亿; 比率 19.985% │增持│5元建行(00939.HK) -0.060 (-1.071%) 沽空 $3.98亿; 比率 11.457% │增持│6元农行(01288.HK) -0.090 (-2.679%) 沽空 $2.07亿; 比率 13.770% │增持│4元中行(03988.HK) -0.010 (-0.270%) 沽空 $6.30亿; 比率 22.488% │增持│3.8元邮储银行(01658.HK) -0.050 (-1.121%) 沽空 $6.31千万; 比率 16.582% │中性│4.4元交行(03328.HK) +0.010 (+0.170%) 沽空 $5.90千万; 比率 18.909% │中性│5.5元民行(01988.HK) +0.010 (+0.339%) 沽空 $1.68千万; 比率 6.763% │增持│3.65元招行(03968.HK) -0.400 (-1.136%) 沽空 $8.90千万; 比率 12.503% │增持│39元中信银行(00998.HK) +0.010 (+0.210%) 沽空 $1.13千万; 比率 5.720% │中性│4.4元光大银行(06818.HK) +0.020 (+0.803%) 沽空 $7.93百万; 比率 13.210% │减持│2.05元(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-05-31 16:25。) (A股报价延迟最少十五分钟。)