智通财经APP获悉，香港银行股普跌，截至发稿，汇丰控股(00005)跌3.38%，报55.7港元；渣打集团(02888)跌2.75%，报63.7港元；恒生银行(00011)跌1.11%，报125港元；中银香港(02388)跌0.76%，报26.15港元。
高盛发表研究报告指，香港银行股在本次加息周期跑赢恒生指数，与前两次加息周期形成鲜明对比。但较长期的美元市场利率已经见顶，历史先例表明短期内会多次扩张。去年，银行业已实现强劲的盈利提升，但估值在22年第四季度之前一直在压缩。股价低于周期中期估值，股价有望进一步上行。
高盛表示，该行经济学家/期货市场料美联储将从24年上半年/23年下半年开始降息。香港银行同业拆息也在年初大幅下跌，目前水平低于3%。该行下调对银行的净息差贝塔预测并下调净息差。
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