智通财经APP获悉，摩根士丹利发布研报称，将香港交易所(00388)目标价由440港元，调高13.6%至500港元，维持“增持”的投资评级，主要因为该行上调了港交所的日均交易量和盈利预测。大摩指，鉴于港交所年初至今的强劲表现以及对金融系统周期触底的信心增强，该行认为，在日均交易量和 IPO 交易量强劲的背景下，香港资本市场活动将更倾向于该行之前的牛市预测。
大摩将日均交易量假设从之前的1740亿港元和1900亿港元上调至2025年的2200亿港元和2026年的2400亿港元，这得益于更多 IPO 带来的市值增长、估值上升以及2025年交易速度加快至130%。该行在各种情境下应用了更高的目标市盈率，得出新的目标价为500港元，这意味着相当于该行新的2026年每股盈利预测13.38港元的目标市盈率37.4倍，接近2021年以来该区间的高位。
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