智通财经APP获悉,港交所(00388)早盘涨超5%,截至发稿,涨4.11%,报314港元,成交额22.89亿港元。
消息面上,港交所计划于4月30日披露首季业绩,中金预计收入同比增长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。中金预计,港股首季日均成交额同比增长144%,同比增长30%至2427亿港元,其中南下日均成交额同比增长255%,同比增长41%至1099亿港元,占港股同比增长7个百分点至23%、交易贡献显著提升。
摩根大通发布研报称,将香港交易所的目标价由380港元下调至340港元。该行认为过去一周的股价下跌已经充分反映了这些关税风险因素,维持“增持”评级。该行表示,预计香港交易所将受到beta和交易量的驱动,鉴于中国增长风险和关税的提升。然而,自4月2日以来16%的跌幅似乎或已反映了这些风险。
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