《大行》高盛:港交所(00388.HK)年初至今表现落后恒指 维持“买入”评级

阿斯达克财经
Feb 16

高盛发表研究报告指出,港交所(00388.HK) 股价年初至今持平,表现落后于恒生指数。该行认为这反映投资者对证监会指出上市文件质素下降后,新股上市的步伐的忧虑;以及考虑到日均成交额基数相对较高及投资收益下降,2026财年盈利增长前景温和对估值的忧虑。然而,该行仍感鼓舞,因为2月份至今上市步伐持续快速,且2026年新上市公司股价表现强劲,平均升64%。估值方面,盈利面对的不利因素部分源于利率下降...

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