香港交易所(00388.HK)今日盘中股价大涨5.24%,引发市场广泛关注。截至发稿,该股报314港元,成交额达22.89亿港元,显示投资者对港交所的未来发展前景保持乐观态度。
分析人士指出,港交所股价上涨主要受以下因素推动:首先,市场预期港交所即将公布的第一季度业绩表现强劲。中金公司预计,港交所第一季度收入同比增长31%至68.3亿港元,剔除投资收益及杂项收入后的费类业务收入同比增长47%至56.5亿港元,盈利同比增长36%至40.5亿港元。其中,港股首季日均成交额同比增长144%,达2427亿港元,南下资金交易贡献显著提升,占比升至23%。
此外,尽管摩根大通将港交所目标价由380港元下调至340港元,但仍维持"增持"评级。该行认为,过去一周港交所股价的下跌已经充分反映了关税风险因素。投资者似乎认同这一观点,推动股价强劲反弹。随着4月30日港交所第一季度业绩公布日期临近,市场对其业绩表现的预期更加乐观,进一步推动了股价上涨。
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