智通财经APP获悉，港交所(00388)跌近3%，截至发稿，跌1.92%，报398.4港元，成交额13.52亿港元。
中金发布研报称，预测港交所第二季纯利50.4亿港元，同比增长13%、按季下降3%。港交所计划于8月19日披露季绩，该行预计次季收入同比增长12%、按季跌1%至81.1亿港元，剔除投资收益后主营费类收入同比增长26%、按季增长2%至69.5亿港元。报告指出，现货交易活跃度持续上升、港股市场及北向ADT活跃度创新高，预计次季主营费类收入同比增长26%、按季增长2%。另外，短端利率上行而长端利率下行，叠加市场波动率回落，预计投资收益有所承压。
富瑞表示，港交所IPO的质素及需求已明显改善，破发率降低，机构投资者的支持增加，禁售期届满风险可控，AI板块轮动及韩国股市遭抛售创造入市机会。该行分别上调港交所2026-2027年盈利预测5%及6%，至185.79亿港元及194.2亿港元，以反映更高的日均成交金额、更高的IPO集资额，以及更高的净利息收入预期。
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