香港银行股延续跌势，截至发稿，汇丰控股(00005)跌4.02%，报119.5港元；渣打集团(02888)跌2.95%，报157.7港元；东亚银行(00023)跌2.42%，报13.29港元。
消息面上，中东局势急剧升温。美国总统特朗普3月21日向伊朗发出“最后通牒”，要求其在48小时内无条件开放霍尔木兹海峡，否则将摧毁伊朗所有发电厂。伊朗方面迅速回应，威胁将彻底关闭海峡并打击美国及其盟友的关键设施。值得注意的是，位于阿联酋迪拜和巴林首都麦纳麦的美国花旗银行分行此前遭到无人机袭击。
摩根大通发表研报指，汇丰控股及渣打本月股价均出现调整，反映投资者对中东冲突影响及私募信贷风险敞口的担忧。该行假设中东敞口或令汇丰及渣打盈利下降10%及14%；渣打对中东冲突较敏感，汇丰对私募信贷风险敞口较大。该行认为，汇丰及渣打股价已大致反映潜在下行情境，目前是建仓的适当时机。
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