星展:上调香港交易所(00388)日均成交额预测 重申“买入”评级

智通财经
Nov 10, 2025

智通财经APP获悉,星展发布研报称,认为在美上市的中概股可能回归香港挂牌,进一步扩大港股市场规模并维持强劲交易势头;重申香港交易所(00388)“买入”评级,目标价维持540港元。

该行称,港股强劲势头将持续,并将港交所2025及26年的日均成交额预测上调至2,580亿及2,750亿元。利好因素包括流动性及投资气氛改善,香港科技股的估值较其他市场具吸引力,以及政府的支持政策和刺激措施。受惠于科技股上升及IPO市场活跃,今年7至10月期间,南下资金占总成交额的比例升至25%。香港年初至今已有逾80只新股上市,当中包括A股企业及知名的科技和消费股,从结构上优化市场结构。

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