瑞银发表研究报告指,美联储减息周期下,一个月香港银行同业拆息(HIBOR)仍反弹,与美国担保隔夜融资利率差距收窄,第四季至今一个月HIBOR平均为3.19%,较第三季高出113个基点,为银行净利息收入提供有力支持,目前预计香港银行股第四季净利息收入将超越第三季水平,市场预测亦有望上调。然而瑞银提醒,虽然香港银行股净利息收入表现有所改善,但下半年不良贷款风险亦同步上升,市场对中国商业房地产风险忧虑...
Source Link瑞银发表研究报告指,美联储减息周期下,一个月香港银行同业拆息(HIBOR)仍反弹,与美国担保隔夜融资利率差距收窄,第四季至今一个月HIBOR平均为3.19%,较第三季高出113个基点,为银行净利息收入提供有力支持,目前预计香港银行股第四季净利息收入将超越第三季水平,市场预测亦有望上调。然而瑞银提醒,虽然香港银行股净利息收入表现有所改善,但下半年不良贷款风险亦同步上升,市场对中国商业房地产风险忧虑...
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