智通财经APP获悉，港交所(00388)午后涨超5%，截至发稿，涨4.83%，报364.6港元，成交额54.71亿港元。
消息面上，香港交易所此前发布业绩，2024年实现收入及其他收益223.74亿港元，同比增长9.06%；实现归母净利润130.5亿港元，同比增长10.0%。小摩表示，年初至今香港市场成交额平均每日2000亿港元，较上季增长5%，更较去年全年平均值增长50%。此外，20日移动平均现金股票成交额已升至3240亿港元，若能维持，显示进一步上升空间。
大华继显则指出，港交所第四季度业绩大致符合预期。因DeepSeek驱动的市场反弹，年初迄今港交所股价已升逾20%。然而，该行认为目前的估值并未过高，而且尚未充分反映更广泛市场扩张和日均成交水平提升。展望未来仍有多重利好因素，包括AI热潮、强劲的南向资金流入，以及IPO市场复苏，这些因素都可能在短期内支持日均成交，并推动估值重评。
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