摩根大通发表研究报告指,港交所(00388.HK) 第二季股东应占溢利为44.42亿元,按年增长41%,按季增长9%,较该行预测高出9%,收入亦按年增长33%至录72.19亿元,创历年季度新高,收入强劲主要来自于港股成交量大幅回升推动,带动交易及结算费用相应按年增长。
摩通表示,港交所正赎回其外部投资组合,用于购置总部大楼,加上利率下行,预期未来投资收入将受到影响,但有部分会被较低物业开支所抵销。
虽然部分推动业绩胜预期的或是季节性因素,但摩通仍相信港交所发展前景稳健,第三季至今成交量仍强劲上升,持续的市场流动性及南向资金将继续为交易量提供支持,将评级上调至“增持”,预料业绩公布后股价反应将正面,给予目标价500元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-20 12:25。)
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