汇丰控股（HSBC）今日盘中股价大幅下挫5.03%，引发了市场的广泛关注。
消息面上，汇丰控股于今日公布了2026年第一季度业绩，列账基准除税前利润为93.76亿美元，同比下跌1.14%，略低于市场预期。业绩承压的主要原因在于预期信贷损失（ECL）大幅增加48%至13亿美元。其中，4亿美元的损失与英国一家财务保荐人涉及的欺诈相关第二市场证券化风险承担有关；另外3亿美元则是因中东冲突导致不确定性加剧和经济前景恶化而增拨的准备金。公司同时将2026年预期信贷损失指引从约40个基点上调至约45个基点。
尽管集团一季度收入同比增长5.52%至186.24亿美元，主要得益于财富管理业务及香港业务的强劲表现，但激增的信贷损失和上升的营业支出抵消了收入增长带来的正面影响，导致利润不及市场预期，从而拖累股价在盘中大幅走低。
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