花旗发表报告指，中银香港预计于10月下旬公布2025年第三季营运业绩，预测营业利润为112亿港元，按季减18%，按年跌14%；受交易收入走弱影响，预测总收入按年减6%至173亿港元。得益于资金成本改善与HIBOR正常化，净息差可望保持韧性。鉴于商业房地产市场持续承压，花旗预测信贷成本将维持约40个基点的高位。 该行指，中银香港股价近期从9月高位回调，可能受南向资金流出及市场对净息差及交易收入担忧影响。基于更佳收入表现，花旗对中银香港2025及2026年的盈利预测较市场共识高出1%和3%，维持“买入”评级，目标价由41港元轻微下调至40.9港元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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