加拿大皇家银行资本市场(RBC Capital Markets)在研究报告中指出,市场对汇丰业绩电话会的关注焦点或集中在其强劲手续费收入是否具有可持续性。
受交易银行、财富管理和资本市场业务推动,该行凭借超预期的手续费收入,报告期内调整后税前利润较市场预期高出15%。
分析师Benjamin Toms和Pablo de la Torre Cuevas表示,得益于存款和手续费业务的增长,汇丰营收较预期更趋稳定,但利率下行和汇率波动将成为今明两年的不利因素。
报告补充称,关税将对集团增长造成多大影响仍不明朗,预计投资者还将在电话会上询问管理层贸易摩擦对业务的具体冲击。
责任编辑:王许宁
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