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美債孳息率繼續攀升 匯控(00005.HK)隨美同業漲3.5%曾觸及48元
阿思達克 02-25 10:46
美債孳息率繼續攀升,30年及10年期債息昨晚分別創13個月及1年高,但聯儲區主席重申不急於加息。美國銀行股繼續跑贏,藍籌摩通/運通/高盛昨晚股價依次升1.7%-3.6%,非藍籌美銀、花旗、美銀、富國銀行及大摩升2.3%-3.1%。

季績勝預期兼恢復派息15美仙勝預期的匯豐控股(00005.HK)繼昨天隨大市由近一年高位回吐守穩10天線後,今早股價高見48元,現造47.7元,回升3.5%,成交1,808萬股。

匯控日前公布,去年列賬基準除稅前利潤按年倒退34%至87.77億美元,列賬收入按年跌10%至504.29億美元,兩者均略高於本網綜合8間券商預測中位數86.01億美元及503.11億美元。營業支出按年減少18.7%至344.32億美元,成本效益比率68.3%,較2019年的75.5%改善。大摩績後升匯控目標價約7%至46元,該行料匯控未來收入表現將成中期其重估主要因素;花旗績後予匯控目標價46.13元,該行指匯控末淨利息收入超預期,策略更新符預期。

恆指繼昨午受港府擬調高股票印花稅率30%拖累,曾暴瀉1,099點或3.6%低見29,532獲承接,收市僅急吐914點或3%力守20天線(29,706)後,今早高開455點或1.5%報30,174,曾回順至29,833獲承接,在重磅股騰訊(00700.HK)和美團(03690.HK)反彈逾3%,以及中國平安(02318.HK)及匯控帶動再度抽升高見30,306,現造30,269,回升551點或近1.9%,成交額1,024億元。

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