智通财经APP获悉，摩根大通发表研究报告指，港交所(00388)新股上市渠道进一步改善等因素，对大中华股市中长期属重要利好，因自2014年推出以来，沪港通及深港通已彻底改变香港及中国内地投资者的格局。此机制支撑了港交所的估值，该行对未来12个月持较中性看法，予目标价340港元及“中性”评级。
该行提及，26只属于MSCI中国及富时中国指数成分、尚未在港上市的中概股，总市值达2370亿美元，过去三个月日均成交额20亿美元，相当于港交所目前市值及日均成交额的5%及6%。根据敏感性分析，若全部转至港股上市，预料港交所2026年每股盈利增加6%。
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