智通财经APP获悉，高盛发布研报称，重申香港交易所(00388)“买入”评级，目标价上调至410港元。目前港股市场成交量达到2024年首三季的约1.5倍，主要是受政策支持推动，由于港交所近一半收入来自股票市场，该行预计交投增加将在2025年上半年转化为约20%的基本盈利增长。
高盛表示，进一步的交易量增长可能源于IPO回暖，包括潜在的A+H上市。估算当前约有1,385间A股公司符合H股上市资格，市值超100亿元，若其中579间在港上市、发行H股占比30%，港交所2025年日均成交量约有15%潜在上升空间。此外，南向资金比例上升以及科技股成交比例增加，都将持续成为股市交投增长的额外推动因素。基于此，高盛上调港交所今明两年每股盈利预测4%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.