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港股異動 | 香港銀行股普跌 匯控(0005.HK)跌逾1%拖累恆指下跌逾30點
格隆匯 01-08 13:44
格隆匯1月8日丨香港銀行股普跌,渣打(2888.HK)跌2.42%,報70.65港元,暫成交2521萬港元,最新總市值2258億港元。匯豐控股(0005.HK)現報59.25港元,跌1.09%,拖累恆指下跌逾30點,暫成交5.1億港元,最新總市值1.2萬億港元。同板塊的恆生銀行、中銀香港亦跌逾0.3%。大摩最新發研報指,因利率上升,香港銀行股在2016年至2019年間有良好表現,但未來兩至三年或需面對更艱難情況,主因利率走低、融資高度競爭及來自新銀行的競爭在今年有所加劇等,此等因素將令銀行收入持續疲弱。維持對香港金融股的謹慎看法,予匯控、渣打“減持”評級,予中銀香港“與大市同步”評級。此前瑞銀亦下調2020年香港銀行股的投資評級,降恆生評級至“中性”。
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