智通财经APP获悉，港交所(00388)午前跌超4%，截至发稿，跌4.68%，报423.8港元，成交额36.23亿港元。
华泰证券发布研报称，灰犀牛事件导致市场波动加大；短期资金和情绪还有释放空间，“TACO”交易需要分批进行。银河证券发布研报称，短期内，中美贸易摩擦升级导致投资者风险偏好下降，带动港股估值回调。但在国内稳增长政策支持下，以及中长期资金稳股市举措影响下，投资者情绪有望逐渐稳定。当前港股估值整体处于历史中高水平，预计未来港股市场或宽幅震荡。
瑞银发布研报称，港交所将于下月初公布今年第三季业绩，目前预测季度收入及纯利将按年增长43%及53%，达到77亿及48亿元，再创新高。瑞银的预测较市场普遍预期高出8%及11%。该行因应市场气氛情况及南下资金参与度上升，将2025至2027年日均成交额预测上调9%至16%，并将港交所每股盈利预测上调7%至12%，目标价485港元，评级“中性”。
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