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港股異動丨香港本地銀行股普跌 美國零利率漸進
格隆匯 03-13 14:36
格隆匯3月13日丨香港本地銀行股普跌,其中渣打集團(2888.HK)以6.67%的跌幅領跌,東亞銀行(0023.hk)跌近5%,匯豐控股(0005.HK)跌超4%。據CME“美聯儲觀察”,美聯儲3月降息100個基點至0%-0.25%的最新概率升至93.3%。中泰證券指出,美國經濟仍在邊際走弱,加上海外疫情發酵的衝擊,美國經濟將面臨更大的下行壓力。在3月3日美聯儲”臨時“降息50BP後,當前CME預期18日議息會議再降息100BP的概率接近100%,屆時將重回“零利率”,QE或再度重啟。香港是聯繫匯率制度,若美聯儲降息,香港金管局將跟隨降息。低利率環境將會拉低香港同業拆借利率,削減香港銀行股淨息差水平,進而對香港銀行股的業績造成壓力。
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