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港股异动 | 香港交易所(00388)再跌近4% 港股新年首周成交额同比跌48% 利率见顶或影响投资收益

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港交所(00388)再跌近4%,截至发稿,跌3.99%,报245.6港元,成交额8.52亿港元。

大华继显发布研报指出,2024年第一个星期港股日均成交只有767亿港元,同比跌48%,反映投资者忧虑宏观经济复苏步伐慢,在减息周期前仍会采观望态度,不利港交所今年核心业务收入。另外,利率见顶将影响港交所利息收入,大华继显认为港交所目前估值即使是低于历史平均,但仍属于合理水平,下调其投资评级至“持有”,目标价由370港元降至300港元。

瑞银则表示,憧憬港交所日均成交额可温和回升,但净投资收益料录得逾10%的跌幅,预计政策支持将继续改善流动性,并重振新股市场,但进展取决于市场情绪为如何,维持“中性”评级,目标价由296元降至288元。

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