交银国际发布研报称，上调华泰证券（06886）目标价至22港元，维持“买入”评级。
该行更新2026-2028年预测，预计未来三年公司盈利能力持续增强，归母净利分别达212/233/250亿元人民币。2026年以来公司股价表现与业绩表现仍有一定落差，考虑到其在深耕跨境财富管理、服务中资企业出海、布局AI降本增效等面向具有较大潜力，公司现价对应2026年约0.63倍P/B，估值仍有进一步修复空间。
公司2026年第二季以来业绩增速进一步骤加快，上半年总资产较2025年末增加25.5%，归母净利同比增54.9%，业务发展呈现明显扩张态势，自营投资、经纪、投行等多业务线同步改善。
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