港A銀行股為何集體下跌?
格隆匯12月7日丨今日港A兩地市場紛紛下跌,其中,銀行股跌勢較為明顯,A股銀行板塊已連跌兩日,而港股市場銀行股今日重挫一度促使恆指大跌2.16%。工商銀行A股收跌2.26%,H股一度跌3.6%;建設銀行A股收跌2.38%,H股一度跌3.6%;招商銀行A股收跌2.97%,H股一度跌5.14%。央行、銀保監會12月3日正式聯合發佈《系統重要性銀行評估辦法》,將於2021年1月1日起施行。央行稱,擬從附加資本、槓桿率、大額風險暴露、公司治理、恢復處置計劃、信息披露和數據報送等方面對系統重要性銀行提出監管要求。光大證券初步判斷,6大行入選系統重要性銀行的可能性較大;興業、中信、浦發、招商、民生等全國性股份制銀行機構也存在入選可能。花旗最新報告預計,包括國有六大行在內的8-13間中資銀行將入選國內系統重要性銀行,考慮到更嚴格的資本充足率及槓桿率等要求,將面臨放緩貸款增速和下調分紅等壓力。
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