金吾财讯 | 汇丰控股(HSBC)盘前涨超2%，截至发稿，报72.39美元。消息面上，巴克莱发表研报指，在汇控将各年度的基本每股盈利预测上调1%至2%，并将汇控伦敦上市股票的目标价升至1,230便士(原本目标价原为1,200便士)，相当于约124.87港元，评级“增持”。该机构表示，汇控面临更强劲的营收前景，尤其是银行净利息收入(NII)，同时私有化恒生银行也可能随著时间推移而受益。巴克莱表示，汇控银行业务净利息收入推动营收表现更佳，在该行看来，汇控第三季业绩认证了营收前景改善。特别是银行业务净利息收入前景更加强劲，主要得益于HIBOR正常化、对冲重新定价以及多个地区和业务(尤其是香港)持续强劲的存款增长持续利好所驱动。总体而言，巴克莱持续看到市场对汇控营收和盈利的预估，存在显著的上行风险，这主要是由银行业务净利息收入所驱动。
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