大行評級|花旗:上調港交所目標價至370港元 爲市場情緒回暖的主要受益者
花旗發表研究報告指,人工智能發展激發投資者對科技股的熱情,推動香港股市成交額激增,年初至今港股日均成交金額達1940億港元,遠高於市場普遍預期的2025年日均成交金額1450億港元及去年的1320億港元。港交所作爲市場情緒回暖的主要受益者,花旗相信近期的AI熱潮可繼續爲港股成交帶來支持,同時IPO活動復甦亦對港交所有利,且美國維持較高利率更長時間料有利投資收入。花旗將港交所評級從“沽售”一舉升至“買入”,並將目標價由275港元上調至370港元。花旗目前對港交所2024財年盈利預測基本保持不變,2025至2027財年每股盈利預測下調1%至2%,以反映稅務開支增加,有部分已被日均成交額預期獲上調所抵銷。
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