智通财经APP获悉，摩根士丹利发布研报称，将港交所(00388)目标价上调4.5%，由515港元升至538港元，维持“增持”评级。该行预计香港资本市场上行周期更加持久，主要受到中国资本发展循环积极表现的支撑。中长期来看，新发行的股票而非现金股是主要增长驱动力。
摩根士丹利预计，港交所2026年总体平均每日成交金额(ADV)为2680亿港元，2027年为2850亿港元，2028年为3000亿港元，主要反映年初至今表现强势、交易速度预计增加，以及资本市场活动维持在一定水平。同时，该行上调港交所交易费用及结算费预测，并将公司2026/2027/2028年每股盈利预测分别上调10.0%/9.3%/9.1%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.