智通财经APP获悉，HASHKEY HLDGS(03887)涨超4%，截至发稿，涨3.92%，报7.69港元，成交额1667.99万港元。
小摩发布研报称，从行业增长势能来看，预计2024至2027年，香港机构资金流入数字资产的规模将以约85%的年复合增长率高速增长。在此背景下，HashKey有望在未来数年实现持续高增长，机构业务将成为HashKey未来增长的最关键驱动力。该行预计公司2026年收入增速将达到约80%。此外，综合行业环境及公司定位，预计HashKey未来几年有望实现高于行业平均水平的增长。
该行续指，作为香港持牌虚拟资产交易平台，HashKey2024年在本地的市场份额高达75%，在品牌信誉、合规能力及产品覆盖方面具备显著的先发优势。随着香港数字资产服务范围的进一步扩展，包括更多加密资产上线、潜在的加密衍生品以及稳定币相关服务的推进，行业将迎来新的发展阶段。作为合规运营的一站式数字资产平台，HashKey具备率先把握相关机遇的能力，获得高于本地可比公司的估值溢价。
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