Tiger Brokers

大行评级丨高盛：下调香港交易所目标价至523港元，维持“买入”评级

格隆汇
Yesterday
高盛发表报告指，香港交易所将于11月6日公布2026年第三季业绩，该行预期第三季每股盈利3.76港元，环比跌12%、同比跌3%，为自2024年第二季以来首次同比盈利下跌。盈利下跌主要由于季内各市场分部交投放缓，受利率上升、地缘政治紧张及人工智能行情放缓影响。 该行指出，第三季平均每日成交额降至2540亿港元，同比跌11%，主要受南向成交同比跌30%拖累，反映科技股偏弱；恒生科技指数于第三季自8月初高位回落14%。上市申请管道仍然强劲，季内新增116家申请人，截至9月处理中申请合共577家。该行估计第三季投资收入环比跌23%，同比跌1%，因保证金结余收缩，以及欠缺第二季未上市股票公允值收益。 该行下调2026至2029年每股盈利预测1%至2%，目标价由532港元降至523港元，对应预测2027年市盈率33倍，维持“买入”评级。

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