港交所(00388.HK)续升逾3%再创上市新高 股价高见332.2元逼近摩通目标价
人行拟於粤港澳大湾区开展「跨境理财通」业务试点,中金认为长期利好港交所(00388.HK),加上摩通昨天调高港交所目标价13%至340元,该股承过去两天逆市续升势,今天股价再突破上周三所创上市高位321.8元,最高见332.2元,现造330.6元,续升3.3%,成交达636万股(已超过昨天全日成交量569万股),涉资20.91亿元。
人行公布将於粤港澳大湾区开展「跨境理财通」业务试点,正式启动时间和实施细则有待公布。中金认为,有关措施长期利好港交所。考虑到目前境内外较明显利差,判断跨境理财通开通初期「北向通」交易较为活跃。另外,毕马威早前预计香港交易所上半年共有59宗新股上市,总集资额达873亿元,按年增长22%。
摩通昨天表示,港交所作为资金自国际间进出中国之中间人地位再度获得肯定,该行对其长期盈利增长信心增加,建议投资者继续持有,直至港交所推出A股期货等新业务,相信可再度推动股价表现。此外,港交所若推出有关业务,料今明两年每股盈测将调高5%-15%,故上调港交所目标价13%至340元及重申「增持」评级。
消息指全国人大常委会已全票通过港区国安法草案。美国正式推出针对香港制裁措施,包括停止向香港输出军用设备兼收紧对香港出口军民两用技术限制,以及暂停豁免香港出口许可等特殊待遇。另外,本月5月出口和进口货值按年分别跌7.4%及12.3%逊於市场预期。恒指扭三连跌,今早最多弹297点,高见24,598,现造24,499,仅弹198点或0.8%(跑输澳纽星韩日股及深成升1.3%-1.9%),成交额578亿元。
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