核心观点剔除交行减值等重大事项影响后，汇丰Q2 扣非后营收、利润仍然显著超预期。交行减值是一次性扰动，不会对分红金额和资本金产生影响。信贷投放明显改善；净息差基本平稳，Hibor 波动影响十分有限，25 年净利息收入指引仍维持不变。非息延续极强趋势，交易银行大个位数稳定增长、财富管理继续20%以上高增。香港商业地产资产质量压力略有上升，信用成本指引小幅上修至40bps，仍在预期范围内。净利息收入...
Source Link核心观点剔除交行减值等重大事项影响后，汇丰Q2 扣非后营收、利润仍然显著超预期。交行减值是一次性扰动，不会对分红金额和资本金产生影响。信贷投放明显改善；净息差基本平稳，Hibor 波动影响十分有限，25 年净利息收入指引仍维持不变。非息延续极强趋势，交易银行大个位数稳定增长、财富管理继续20%以上高增。香港商业地产资产质量压力略有上升，信用成本指引小幅上修至40bps，仍在预期范围内。净利息收入...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.