汇丰环球研究指，陆家嘴金融论坛并未提出直接刺激金融政策，新政策信号表明中银香港(02388.HK) 在人民币国际化方面将获得更多机会，内地大型银行及保险公司在养老金领域将获得更多机会。另外，如A股上市审批加速，港交所(00388.HK) 可能面临更大竞争，但作为连接内地机遇与全球市场的长期投资主题，以及其交易量增速的结构性潜力保持不变。
报告指，中证监计划接受未盈利公司在科创板和创业板上市。国务院本月稍早亦宣布试点计划，鼓励在港交所上市的大湾区企业考虑在深交所上市。港交所一直受惠去年下半年以来A股上市放缓，现在上市竞争环境或复常。
报告亦指，人行行长潘功胜展望全球货币秩序走向多极化，暗示人民币国际化进入新时代。中银香港为境外最大人民币清算银行，预计在未来发展中将具高度相关性。此外，国家金融监督管理总局估计到2035年，银发经济规模或达30万亿元人民币，并承认养老金三大支柱发展不平衡。内地大型银行和保险公司与此类发展高度相关。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-23 12:25。)
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