港股異動丨香港交易所績後升超3% 股價創近一個月新高
香港交易所(0388.HK)今日盤中一度升3.46%至352.6港元,股價創4月7日以來近一個月新高。香港交易所近日公佈,2025年第一季收入和其他收益及溢利創歷季新高。收入及其他收益為68.57億港元,同比上升32%,環比上升7%;股東應占溢利為40.77億港元,同比上升37%,環比上升8%。期內平均每日成交金額、港股通平均每日成交金額及交易所買賣產品(ETP)平均每日成交金額分別創下2427億港元、1099億港元和394億港元的歷季新高。高盛發研報指,港交所首季每股盈利達3.23港元,按年升38%,勝該行預期2%;EBITDA稍高過該行預期2%,有效税率16%符合該行預期。該行對港交所的目標價378港元,評級“買入”。摩根大通認為,港交所首季業績表現強勁,主要來自證券及衍生品日均成交額大幅增長,以及淨利息收入增長的推動。但展望未來,摩通認為日均成交額可能迴歸至正常水平,維持“中性”評級,預期市場交易量的持續變化、中概股迴歸明確時間表等將是左右港交所未來股價表現的潛在催化劑,目標價340港元。(格隆匯)
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