智通财经APP获悉，瑞银发布研报称，预测香港交易所(00388)今年首季收入同比增长28%至66亿港元，纯利料增长27%至38亿港元，对比市场普遍预期65亿港元及38亿港元大致相同。按季比较，该行预测港交所首季收入增长4%，纯利基本持平，主要是由于今年最低税率调整所带来的额外税务开支，HIBOR下降及外部投资组合表现不佳，或将拖累首季净投资收益同比下跌14%至11.6亿港元，目标价从351.8港元降至320港元，评级“中性”。
首季港交所日均成交额创历史新高，达到2,430亿港元，惟瑞银指出外资持仓相对于历史水平仍然较低，相信南下资金流入是主要推动力，随着美国关税实施后市场风险偏好下降，相信2025年余下时间日均成交额表现成为投资者关注的重点，将第二至第四季日均成交额预测从1,430亿、1,280亿及1,300亿元，调整为1,620亿、1,200亿及1,170亿元，估算日均成交额每波动10%，将影响港交所今明两年收入分别2.7%及4.1%，纯利料波动2.4%和3.6%，调整2025至2027年日均成交预测，分别上调9%、下调5%及下调5%，至1,590亿、1,420亿及1,650亿元，每股盈测相应、下调上调1%6%及下调12%，
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