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大行評級|高盛:維持港交所“買入”評級 預計SWT政策意味着盈利增長0.4-0.7%
高盛發報吿指,維持港交所目標價320港元以及“買入”評級。高盛指,自2024年9月23日起,港交所將採取惡劣天氣(SWT)之下香港股票市場繼續交易的政策。而剛剛過去的惡劣天氣也是港交所的最後一次在惡劣天氣之下停市。港交所稱,從2018-2023年間,已經因為惡劣天氣被迫關閉交易11次。高盛預計,這項政策的改變意味着盈利增長將介乎0.4-0.7%,因為來自對成交量敏感的股票收入約40%,交易所的淨利潤率約為60%。
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