金吾财讯 | 香港银行板块走强，截至发稿，汇丰控股（00005）涨1.94%，渣打集团（02888）涨1.56%，中银香港（02388）涨0.77%，东亚银行（00023）涨0.73%。消息面上，中信建投证券表示，美联储加息后，将为全球银行业带来三重有利局面：两次左右温和加息直接利好净利息收入；明年利率Higher for Longer有助于维持并提升净利息收入增势；加息完毕后利率位于2-4%合意区间顶部、中性利率位于合意区间上沿，将充分释放经营景气周期内核心业务动能。合意区间内的较高利率中枢意味着充足的信贷需求和定价空间、更好的投资收益和稳健的资产质量，也不会压制跨境企业旺盛的业务需求和低成本存款流入，交易银行、财富管理收入能保持较好增长。预计国际大行业绩趋势有进一步向上空间。
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