高盛发布研报称，香港交易所（00388）第二季业绩胜预期，主要来自于高于预期的投资收益所带动。撇除投资收益的核心利润同比强劲增长约40%，符合预期，期内现货市场日均成交额几乎同比翻倍。计入第二季业绩及近期市场成交量表现，高盛将港交所2025至2027年每股盈利预测分别上调3%、1%及2%，重申“买入”评级，目标价从500港元上调至509港元。
管理层表明在HIBOR回落，加上资助总部购置而减持外部投资组合下，投资收益前景将转弱。高盛的预测已纳入相关因素，目前预期今明两年投资收入将同比跌约17%及11%，但仍相信强劲的盈利增长将于下半年持续。
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