《彭博》引述消息指中國證監會和國家稅務總局正在審議香港提交的一項計劃，免收港股通股息20%利得稅。摩根大通發若計劃被採納，將對港交所(00388.HK) -3.200 (-0.746%) 沽空 $3.22億; 比率 19.156% 成交量產生重大利好，除交易所外，經紀商和部分銀行股亦將受惠，指四大內銀中建行(00939.HK) +0.110 (+1.385%) 沽空 $7.30億; 比率 25.335% 料最受惠。摩通亦列出內銀股A股和H股今年股息率差距預測：相關內容《大行》中銀國際升招行(03968.HK)目標價至56.85元 維持「買入」評級股份│A股股息率預測│H股股息率預測│H股與A股股息回報差距農行(01288.HK) -0.010 (-0.166%) 沽空 $2.13億; 比率 26.556% (601288.SH) +0.140 (+1.748%) │5.5%│7.3%│1.8%中行(03988.HK) +0.010 (+0.222%) 沽空 $2.69億; 比率 24.467% (601988.SH) +0.050 (+0.880%) │5.4%│7.2%│1.8%建行(00939.HK) +0.110 (+1.385%) 沽空 $7.30億; 比率 25.335% (601939.SH) +0.210 (+2.248%) │5.7%│8.3%│2.6%工行(01398.HK) +0.070 (+1.135%) 沽空 $5.33億; 比率 23.731% (601398.SH) +0.230 (+2.911%) │5.8%│7.7%│1.9%交行(03328.HK) +0.070 (+1.001%) 沽空 $4.94千萬; 比率 14.619% (601328.SH) +0.120 (+1.651%) │5.6%│7.3%│1.7%郵儲銀行(01658.HK) 0.000 (0.000%) 沽空 $3.99千萬; 比率 38.133% (601658.SH) +0.140 (+2.422%) │5.5%│6.8%│1.3%中信銀行(00998.HK) +0.080 (+1.093%) 沽空 $2.70千萬; 比率 4.545% (601998.SH) +0.260 (+3.308%) │5.4%│8.7%│3.4%光大銀行(06818.HK) +0.100 (+3.086%) 沽空 $2.38千萬; 比率 25.064% (601818.SH) +0.050 (+1.466%) │5.9%│8.2%│2.4%招行(03968.HK) +1.180 (+2.373%) 沽空 $6.59億; 比率 38.918% (600036.SH) +1.220 (+2.919%) │5.9%│6.1%│0.3%民行(01988.HK) +0.120 (+2.956%) 沽空 $1.64千萬; 比率 13.065% (600016.SH) +0.080 (+2.015%) │5.7%│8.4%│2.7%-------------------------------------------內銀平均│5.6%│7.6%│2%--------------------------------------------摩通亦列出對內銀股H股投資評級及目標價股份│投資評級│目標價工行(01398.HK) +0.070 (+1.135%) 沽空 $5.33億; 比率 23.731% │增持│5元建行(00939.HK) +0.110 (+1.385%) 沽空 $7.30億; 比率 25.335% │增持│6元農行(01288.HK) -0.010 (-0.166%) 沽空 $2.13億; 比率 26.556% │增持│4元中行(03988.HK) +0.010 (+0.222%) 沽空 $2.69億; 比率 24.467% │增持│3.8元郵儲銀行(01658.HK) 0.000 (0.000%) 沽空 $3.99千萬; 比率 38.133% │中性│4.4元交行(03328.HK) +0.070 (+1.001%) 沽空 $4.94千萬; 比率 14.619% │中性│5.5元民行(01988.HK) +0.120 (+2.956%) 沽空 $1.64千萬; 比率 13.065% │增持│3.65元招行(03968.HK) +1.180 (+2.373%) 沽空 $6.59億; 比率 38.918% │增持│39元中信銀行(00998.HK) +0.080 (+1.093%) 沽空 $2.70千萬; 比率 4.545% │中性│4.4元光大銀行(06818.HK) +0.100 (+3.086%) 沽空 $2.38千萬; 比率 25.064% │減持│2.05元(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-11-04 16:25。) (A股報價延遲最少十五分鐘。)相關內容《大行》大摩：內銀第三季盈利呈反彈趨勢 農行(01288.HK)表現優於同業