香港交易所（00388）今日盘中大涨5.24%，股价一度冲高至314港元，成交额达22.89亿港元，引发市场广泛关注。
此次股价上涨主要受到即将公布的一季度业绩预期推动。港交所计划于4月30日披露2025年第一季度业绩，市场普遍预期业绩表现强劲。中金公司预计，港交所一季度收入同比增长31%至68.3亿港元，盈利同比增长36%至40.5亿港元。分析师指出，今年一季度港股日均成交额同比大幅增长144%，达2427亿港元，其中南向资金交易占比显著提升，这些因素都将为港交所带来可观的收入增长。
此外，尽管摩根大通将港交所的目标价由380港元下调至340港元，但仍维持"增持"评级。该行认为，近期股价调整已经充分反映了关税风险等因素，预计港交所未来表现将受到市场beta值和交易量的驱动。投资者对港交所的长期发展前景保持乐观态度，推动股价强劲反弹。
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