该行相信上述两行会在短期内跑输大市,而渣打集团股价表现或较汇丰控股更差。摩根大通发布研报称,市场正押注全球陷入衰退,或会导致减息幅度加深、交易类银行收入减少,以及更高的信贷成本。该行认为,在美国及全球经济衰退的情况下,如汇丰控股(00005)和渣打集团(02888)等货币中心银行会较港银及内银更脆弱,对汇丰控股和渣打集团的目标价分别为115港元及135港元,评级均为“增持”。相信上述两行会在短期内...
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