智通财经APP获悉，香港银行股集体回暖，截至发稿，渣打集团(02888)涨5.63%，报172.7港元；汇丰控股(00005)涨5%，报136.5港元；大新银行集团(02356)涨2.74%，报12.76港元；东亚银行(00023)涨2.45%，报13.8港元。
消息面上，特朗普在社交媒体平台上发文称，同意暂停对伊朗的轰炸和袭击行动，为期两周，白宫表示以色列也同意临时停火，伊朗则表示将与美国展开为期两周的谈判。摩根大通此前表示，汇丰和渣打是中东风险敞口最大的欧洲银行，该地区对这两家银行税前利润的贡献分别为4%和12%。
中信建投此前指出，无论是私募信贷风险，还是中东地缘冲突，短期内都不会对全球系统重要性银行(G-SIBs)银行的基本面产生较大影响。但一系列潜在风险事件共振导致的全球经济衰退是当前市场的核心担忧，也导致了近期海外银行板块股价波动。但未见全球经济衰退之前，因短期风险事件扰动产生的股价下跌都有望跟随优异的业绩表现和积极指引逐步修复，是买入良机。
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