港股異動丨IPO市場全面復甦,港交所股價創2022年1月以來新高
港交所(0388.HK)盤中一度升3.43%報416.2港元,創2022年1月以來新高;最終收升3.33%報415.8港元,全天成交39億港元。港交所年內累計升幅達43%。2025年香港IPO市場迎來全面復甦。截至2025年5月31日,港交所IPO數量達28家,較2024年同期增長7.1倍,1-5月香港IPO募資達780億港元,同比亦增長逾七倍。摩根士丹利發佈研報稱,交易活動料將保持高位,受益於A+H上市增多、香港銀行同業拆息(Hibor)下行與美聯儲潛在降息帶動的資金流入,以及內地存款利率降低後南向資金增加,預計2025年及2026年港股日均成交量分別為2200億和2400億港元。考慮到香港交易所年初至今的強勁表現以及對金融體系週期見底的信心增強,將其目標價由440港元上調至500港元,重申超配評級。

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