智通财经APP获悉，摩根大通发布研报称，汇丰控股(00005)2025年第四季业绩及中期有形股本回报率(ROTE)指引超出预期。小摩维持汇控“增持”评级及目标价165港元。整体而言，业绩简报会传递正面讯息，管理层更清晰阐述了2026-2028年收入增长轨迹、净利息收入增长驱动因素，以及实现汇控业务协同效应的路线图。此外，汇控管理层对成本的说明有助缓解市场对科技与人工智能等关键领域投资不足的忧虑。小摩预期汇率将维持强势，下个催化剂为五月举行的投资者日。
智通财经APP获悉，摩根大通发布研报称，汇丰控股(00005)2025年第四季业绩及中期有形股本回报率(ROTE)指引超出预期。小摩维持汇控“增持”评级及目标价165港元。整体而言，业绩简报会传递正面讯息，管理层更清晰阐述了2026-2028年收入增长轨迹、净利息收入增长驱动因素，以及实现汇控业务协同效应的路线图。此外，汇控管理层对成本的说明有助缓解市场对科技与人工智能等关键领域投资不足的忧虑。小摩预期汇率将维持强势，下个催化剂为五月举行的投资者日。
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