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大摩:維持港交所(0388.HK)“增持”評級 目標價325港元
格隆匯 06-17 14:15

大摩發表研究報告表示,在中美貿易摩擦的情況下,相信香港將成為連接內地與全球交易的更重要市場,更多資金從內地流入香港,證明香港作為大灣區中的金融聯繫框架的重要性,該行相信港交所(0388.HK)將可成為內地與全球流性的獨特孵化器,維持其“增持”評級,目標價325港元。

該行表示,在“藍海”理論的假設下,估計港交所於2022年或之後的收入可增長110%,主要受惠於更多中概股來港上市,有助提升交易量;同時來自上市費用、以及衍生權證及牛熊證的貢獻增加;另外透過與大灣區的金融連繫,更多廣東及內地的資金流入香港;而來自MSCI A股產品及其他MSCI指數產品的潛在收入,以及FICC業務(固定收益資產、貨幣及商品業務)的收入貢獻進一步提升。

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