晨星此前表示，上调长江基建集团公允价值3%至65港元，受惠于盈利预期微增。该股目前被低估，预 测市盈率15倍及股息率4.8%，中期前景稳健。晨星表示，未来五年每股盈利复合年增长6.3%，原因是 受监管的回报率将提高，以反映自上一轮调整以来资本成本的显著上升。 智通财经APP获悉，长江基建集团(01038)现涨超4%，截至发稿，涨4.17%，报55港元，成交额2.4亿港 元。 汇丰发布研报称，香港公用事业板块展现出其较强的抗市场波动能力。盖好选择长江基建作为香港公用 事业板块中的首选，因为其稳健的自由现金流有望带来更好的股东回报，并预计在2026年将有更强劲的 并购增值潜力。 ...

Core Viewpoint - The U.S. Treasury yields are currently at an attractive level, with the 10-year Treasury yield exceeding the fair value estimate by Russell Investments [1] Group 1: Treasury Yield Insights - The 10-year Treasury yield is estimated to have a fair value of 4.1%, making the current yield appealing [1] - Recent data from Tradeweb indicates that Treasury yields experienced a slight increase after a temporary drop due to geopolitical events [1] Group 2: Economic Outlook - Russell Investments' baseline forecast suggests that U.S. economic growth and potential inflation will gradually slow down, which may support the Federal Reserve in resuming interest rate cuts [1]