金吾财讯 | 大摩上调对港交所(00388)每日平均成交及盈利预测，并见到金融风险周期见底，以及中国成功地把经济增长模式由地产推动转为创新推动，支持新股上市、成交量及衍生工具业务。该行上调对港交所2026年日均成交预测至2000亿元，受惠于更多上市、股份价值重估推动市值上升，以及交易速动性由去年100%升至2026年预测的110%。
该行将其目标价由310港元上调至450港元，相当于2026年预测市盈率35倍，接近历史估值高端，每股盈利料为12.94港元。该行亦见到有更多机会出现最乐观情景，即2026年日均成交达2400亿元，每股盈利预测为15.16港元。评级由“与大市同步”上调至“增持”。
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