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海通國際料港銀股可受惠美國或提早縮減量寬 行業前景轉正面
阿思達克 05-05 14:32
海通國際發表研究報告,指本港首季不同行業貸款都有增長,特別是聯合貸款和交易融資類別。雖然近日美國通脹加劇,但根據聯邦公開市場委員會(FOMC)聲明,短期「收水」可能性低。香港經濟顯示多個復甦訊號,近日對社交距離措施的解封及未來旅遊氣泡等或會加速復甦,有助改善資產質素,銀行可望在未來數季溫和釋放一二類別的撥備。

該行指,因應首季盈利改善,以及管理層對盈利展望更樂觀,升匯控(00005.HK)和中銀香港(02388.HK)評級至「跑贏大市」,同時升行業展望至「中性」,認為本地經濟復甦和更早「收水」均有助香港銀行轉向更正面。

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