花旗:将港交所(0388.HK)升级至“买入” 目标价提高至265港元
花旗发表研究报告指出,今年以来,受到互通机制影响以及机构在市场波动中寻求更多对冲带动,港股成交量强劲,决定将港交所(0388.HK)的评级由“沽售”上调至“买入”,目标价亦由250港元提高至265港元。
花旗报告指出,人民币国际化以及外资提升对中国在岸证券市场的参与度,将增加市场对固定收益和货币产品的需求,从而提供长期收入机会。
报告说,过去十年,港交所的复合年均盈利增速在7%,市值翻倍,预计到2029年盈利将达到200亿元。花旗又估计,美国联储局会不断减息,比起银行股,更倾向于港交所股票。

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