智通财经APP获悉，香港银行股延续近期跌势，截至发稿，大新银行集团(02356)跌4.73%，报11.89港元；汇丰控股(00005)跌3.68%，报130.8港元；东亚银行(00023)跌3.35%，报13.84港元；渣打集团(02888)跌0.62%，报176.9港元。
消息面上，中东局势持续发酵，亚洲银行在海湾地区的贷款面临不确定性。数据显示，亚洲和中资银行是海湾地区的主要金融机构，去年在该地区发放超过150亿美元贷款，创历史新高，规模是前一年的三倍，其中大部分资金流向了沙特阿拉伯和阿联酋。
摩通发布研报称，渣打集团可能出现较明显的回调，主要因为其对中东地区敞口较高。渣打2025年在阿联酋贷款及收入占比分别为2.5%及5.6%，汇丰披露其在中东的贷款及收入占比分别为2.3%及3.8%。考虑到截至2025年二季度，渣打在阿联酋约73%的贷款敞口面向政府、公共机构或银行，认为其信用风险总体可控。
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