港股异动 | 香港银行股继续上扬 汇丰控股(00005)、渣打集团(02888)齐创新高

智通财经网
Dec 12, 2025

智通财经APP获悉,香港银行股早盘继续上扬,汇控、渣打股价齐创新高。截至发稿,汇丰控股(00005)涨2.81%,报117.2港元;渣打集团(02888)涨2.09%,报180.7港元。

消息面上,美联储此前宣布降息25个基点,且宣布将在本月开始扩大资产负债表,购买400亿美元的短期国债。美银证券研报指出,预计汇丰控股明年将有两个领域实现显著增长,包括香港存款业务及亚洲财富管理业务;认为汇控在这两方面拥有显著竞争优势,管理层也已承诺加大投资在相关领域,预计增加的资源配置将进一步提升其竞争优势,并带来市占率提升。

高盛则发布研报称,尽管渣打集团今年以来港股股价升83%,但认为仍有进一步重估空间。高盛预计,到今年年底,渣打集团的基础风险调整后股东权益回报率(ROTE)将达14.6%,超过管理层13%的指引,并在2027年进一步升至15%,2028年则达15.7%。因此,该行预计渣打集团将于2025年财报或2026年5月举行的投资者日活动中,上调其中期ROTE指引,这或为该股股价的进一步催化剂。

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