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港股異動 | 香港銀行股全線上漲 匯控(0005.HK)漲超6%帶動恆指漲超110點
格隆匯 10-05 10:06
格隆匯10月5日丨香港銀行股全線上漲,匯豐控股(0005.HK)漲超6%,帶動恆指漲超110點;渣打漲超5%,大新銀行、東亞銀行、恆生銀行均漲超2%。個股方面,匯控於9月23日獲中國平安增持1080萬股,涉資約3.05億港元。增持後,平安對匯控的持股比例升至8%,取代貝萊德重新成為匯豐第一大股東。9月28日,該股亦獲南下資金淨買入14.64億港元。花旗曾發研報指,由於第三季的盈利壓力仍持續,預料香港本地銀行今年或會削減每股派息12%至38%。但隨着淨息差漸趨穩定,銀行的盈利壓力將於第四季有所緩解。當中,渣打及匯豐最有可能看到資產質量的改善,而香港本地銀行明年或有温和復甦。

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