智通财经APP获悉，高盛发布研报称，维持对香港交易所(00388)“买入”评级，并将目标价由544港元上调至562港元。 该股目前交易于约30倍前瞻市盈率，低于周期中期市盈率水平(约35倍)。
港交所2025年第三季盈利胜该行预期，主要受惠于投资收入表现好过预期。核心利润(不包括投资收入)符合预期，在平均每日成交额同比增长141%的带动下，增长达101%。该行在纳入第三季业绩，并考虑近期交易量趋势后，将2025至2028财年各年每股盈测分别上调5%、4%、4%及5%。该行提出三大因素进一步推动港交所估值重评，包括市场共识上调日均成交额预测; 港交所市盈率相对于恒指及恒生科指的溢价扩大;港股上市公司增长动能回升。
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