《大行》汇丰研究:降息预期缓和 银行比港交所(00388.HK)更为有利 偏好中银香港(02388.HK)

阿斯达克财经
Dec 02, 2024

汇丰研究发表报告指,由于10月份投资气氛改善,存款持续迁移,定期存款余额按月减少316亿港元,活期及储蓄存款(CASA)余额按月增加356亿港元。然而,贷款需求仍然疲弱,资本市场活动亦有所放缓。汇丰研究指出,市场对降息预期降温,相比港交所(00388.HK) ,认为对银行更为有利。虽然短期内贷款需求或持续疲弱,但银行可能会选择透过回购或派息来提高股东回报。港银亦积极扩展其财富管理专营权,以把握费用...

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