摩根大通发布研报称，虽然汇丰控股（00005）首季业绩表现强劲，但考虑到利率下行展望、中美关税打击收入及刺激政策抵消作用或有限等预期，仍将汇控2026至2027财年的收入预测下调2%至3%，2025至2027财年的调整后每股盈利下调2%至7%，目标价从115港元下调至108港元。小摩现时将美国2025至2027年平均息率预测从原先分别4%、3.5%及3.5%，下调至分别4%、3.25%及3%，相应地亦将该行2026及2027年净利息收入预测下调2%及3%，非净利息收入预测下调2%，当中已计入2025年的额外5亿美元预期信贷亏损拨备，维持“增持”评级。
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