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匯豐控股、渣打集團領漲香港銀行股
格隆匯 12-02 11:12
格隆匯12月2日丨今日港股本地銀行股中,渣打集團和匯豐控股表現最強,均一度漲約5%,匯豐控股盤中最高漲4.88%至43港元,創今年4月以來新高,隔夜美股匯豐控股漲超5%。花旗最新報告預期匯豐和渣打集團的盈利復甦將較香港本地銀行強,估計兩行可恢復派息,不過,派息水平或較以往低。格隆匯平台早在今年9月21日發佈深度文章《腰斬的匯豐:何時見大底?》,當時指出,匯豐的估值已跌到金融危機的最低點,但匯豐的基本盤依舊紮實,目前是一個進入我們備選股票池的好標的。自格隆匯文章發佈至今,匯豐控股一度從最低的27.5港元漲至目前的43港元,最大漲幅達56.37%。

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