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美银证券: 蚂蚁暂缓上市对港股成交额影响不大 维持港交所“买入”评级

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美银证券: 蚂蚁暂缓上市对港股成交额影响不大   维持港交所“买入”评级 © Reuters. 美银证券: 蚂蚁暂缓上市对港股成交额影响不大 维持港交所(00388)“买入”评级

智通财经APP获悉,美银证券发表报告表示,无须高估蚂蚁集团 (HK:6688) (SS:688688)暂缓H股上市对港股成交额的影响,单一新股或公司并不能改变港交所  (HK:0388) (00388)的前景。

该行相信,蚂蚁暂缓上市短期内对港股成交额带来影响,但预期在今年底至明年仍有更多来港第二上市或新上市的公司;且ADR转换仍在继续,因此维持港交所“买入”评级,目标价为390元。

报告又指,根据蚂蚁的集资规模及市值,该行预计其短期及长期而言对港股成交额的贡献分别为2%及5%,相对于腾讯(00700)占今年总成交额约7.7%。

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